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 | $45,379 |
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 | $46,151 | $42,396+8.9% | $67,313-31.4% | $56,287-18.0% |
| Participation rate | 79.1% | 61.0%+18.1pp | 69.1%+10.0pp | 69.9%+9.3pp |
| Annual return | -3.96% | -36.63%+32.7pp | -4.08%+0.1pp | -9.96%+6.0pp |
| Employer contribution / active EE | $825 | $1,414-41.6% | $2,566-67.8% | $2,111-60.9% |
| Participant deferral / active EE | $4,983 | $2,360+111.2% | $3,568+39.6% | $3,350+48.8% |
| Admin fee / account holder | $195 | $510-61.8% | $4,507-95.7% | $521-62.7% |