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 | $100,767 |
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 | $369,203 | $127,481+189.6% | $149,696+146.6% | $90,288+308.9% |
| Participation rate | 90.1% | 78.2%+11.9pp | 82.5%+7.6pp | 73.4%+16.8pp |
| Annual return | 18.33% | 57.78%-39.4pp | 276.60%-258.3pp | 53.97%-35.6pp |
| Employer contribution / active EE | $9,513 | $3,448+175.9% | $4,644+104.8% | $2,524+276.9% |
| Participant deferral / active EE | $12,477 | $6,975+78.9% | $6,842+82.4% | $4,232+194.8% |
| Admin fee / account holder | $55 | $152-63.6% | $9,309-99.4% | $114-51.6% |