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 | $1,100 |
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 | $78,997 | $60,165+31.3% | $74,183+6.5% | $55,167+43.2% |
| Participation rate | 77.0% | 74.2%+2.9pp | 76.6%+0.4pp | 69.0%+8.0pp |
| Annual return | 7.12% | 10.00%-2.9pp | 17.74%-10.6pp | 169.23%-162.1pp |
| Employer contribution / active EE | $2,065 | $1,600+29.1% | $2,370-12.9% | $1,963+5.2% |
| Participant deferral / active EE | $5,708 | $2,973+92.0% | $3,550+60.8% | $3,054+86.9% |
| Admin fee / account holder | $6 | $419-98.6% | $5,586-99.9% | $504-98.8% |