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 | $16,153 |
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 | $29,137 | $75,388-61.4% | $123,544-76.4% | $55,725-47.7% |
| Participation rate | 83.5% | 75.7%+7.8pp | 82.3%+1.2pp | 70.9%+12.6pp |
| Annual return | 6.34% | 4.48%+1.9pp | 119.20%-112.9pp | 244.93%-238.6pp |
| Employer contribution / active EE | $3,439 | $3,063+12.3% | $4,628-25.7% | $2,078+65.5% |
| Participant deferral / active EE | $7,037 | $5,651+24.5% | $6,426+9.5% | $3,356+109.7% |
| Admin fee / account holder | $22 | $120-81.8% | $9,284-99.8% | $115-81.0% |