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 | $1,625 |
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 | $54,845 | $54,320+1.0% | $67,652-18.9% | $52,331+4.8% |
| Participation rate | 85.0% | 73.6%+11.4pp | 75.7%+9.3pp | 68.1%+16.9pp |
| Annual return | -0.30% | 6.81%-7.1pp | 6625.04%-6625.3pp | 4.54%-4.8pp |
| Employer contribution / active EE | $420 | $1,544-72.8% | $2,266-81.5% | $1,882-77.7% |
| Participant deferral / active EE | $3,559 | $2,950+20.6% | $3,5600% | $3,022+17.8% |
| Admin fee / account holder | $8 | $527-98.4% | $4,821-99.8% | $592-98.6% |