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 | $1,994 |
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 | $109,638 | $53,412+105.3% | $68,509+60.0% | $52,331+109.5% |
| Participation rate | 79.2% | 71.7%+7.5pp | 74.7%+4.5pp | 68.1%+11.1pp |
| Annual return | 2.08% | 3.42%-1.3pp | 8.27%-6.2pp | 4.54%-2.5pp |
| Employer contribution / active EE | $1,517 | $1,607-5.6% | $2,278-33.4% | $1,882-19.4% |
| Participant deferral / active EE | $4,865 | $2,688+81.0% | $3,382+43.8% | $3,022+61.0% |
| Admin fee / account holder | $10 | $461-97.8% | $5,275-99.8% | $592-98.3% |