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 | $9,881 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $58,420 | $44,229+32.1% | $155,790-62.5% | $55,191+5.9% |
| Participation rate | 92.4% | 60.8%+31.6pp | 76.1%+16.3pp | 69.2%+23.3pp |
| Annual return | 5.63% | 0.37%+5.3pp | 71.54%-65.9pp | 10.78%-5.1pp |
| Employer contribution / active EE | $1,501 | $1,317+13.9% | $3,836-60.9% | $1,899-21.0% |
| Participant deferral / active EE | $4,526 | $2,851+58.7% | $4,797-5.6% | $3,046+48.6% |
| Admin fee / account holder | $13 | $86-85.0% | $7,478-99.8% | $91-85.7% |