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 | $1,906 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $55,415 | $47,944+15.6% | $67,834-18.3% | $62,891-11.9% |
| Participation rate | 90.5% | 61.1%+29.4pp | 68.8%+21.7pp | 69.3%+21.2pp |
| Annual return | 6.87% | 11.77%-4.9pp | 138.47%-131.6pp | 20.14%-13.3pp |
| Employer contribution / active EE | $1,855 | $1,562+18.8% | $2,403-22.8% | $2,281-18.7% |
| Participant deferral / active EE | $3,158 | $2,247+40.6% | $3,1600% | $3,203-1.4% |
| Admin fee / account holder | $19 | $3,712-99.5% | $4,622-99.6% | $4,296-99.6% |