See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $20,016 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $324,129 | $101,523+219.3% | $141,162+129.6% | $77,787+316.7% |
| Participation rate | 90.9% | 77.4%+13.5pp | 82.5%+8.4pp | 73.2%+17.7pp |
| Annual return | 23.82% | 56.22%-32.4pp | 71.39%-47.6pp | 32.57%-8.8pp |
| Employer contribution / active EE | $9,267 | $3,341+177.4% | $4,735+95.7% | $2,504+270.0% |
| Participant deferral / active EE | $12,195 | $6,434+89.6% | $6,709+81.8% | $3,967+207.4% |
| Admin fee / account holder | $11 | $92-88.0% | $10,261-99.9% | $100-89.0% |