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 | $13,175 |
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 | $50,314 | $98,750-49.0% | $149,696-66.4% | $79,858-37.0% |
| Participation rate | 86.7% | 75.8%+11.0pp | 82.5%+4.3pp | 69.6%+17.1pp |
| Annual return | 14.13% | 27.43%-13.3pp | 276.60%-262.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $998 | $3,216-69.0% | $4,644-78.5% | $2,471-59.6% |
| Participant deferral / active EE | $4,151 | $5,680-26.9% | $6,842-39.3% | $3,740+11.0% |
| Admin fee / account holder | $133 | $6,053-97.8% | $9,309-98.6% | $5,306-97.5% |