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 | $544 |
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 | $45,396 | $75,183-39.6% | $123,892-63.4% | $55,167-17.7% |
| Participation rate | 80.0% | 72.8%+7.2pp | 81.4%-1.4pp | 69.0%+11.0pp |
| Annual return | 19.58% | 19.01%+0.6pp | 47.52%-27.9pp | 169.23%-149.7pp |
| Employer contribution / active EE | $2,029 | $2,823-28.2% | $4,617-56.1% | $1,963+3.4% |
| Participant deferral / active EE | $8,771 | $5,084+72.5% | $5,984+46.6% | $3,054+187.2% |
| Admin fee / account holder | $21 | $663-96.8% | $8,357-99.7% | $504-95.8% |