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 | $1,875 |
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 | $111,139 | $56,629+96.3% | $77,999+42.5% | $55,167+101.5% |
| Participation rate | 79.1% | 73.3%+5.8pp | 75.5%+3.6pp | 69.0%+10.1pp |
| Annual return | 6.40% | 2866.98%-2860.6pp | 425.96%-419.6pp | 169.23%-162.8pp |
| Employer contribution / active EE | $1,644 | $1,723-4.6% | $2,470-33.4% | $1,963-16.2% |
| Participant deferral / active EE | $5,417 | $2,777+95.1% | $3,497+54.9% | $3,054+77.4% |
| Admin fee / account holder | $10 | $467-97.9% | $5,480-99.8% | $504-98.1% |