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 | $2,231 |
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 | $107,487 | $65,223+64.8% | $80,019+34.3% | $55,725+92.9% |
| Participation rate | 80.9% | 80.6%+0.3pp | 75.8%+5.0pp | 70.9%+10.0pp |
| Annual return | -4.84% | 7.59%-12.4pp | 11.22%-16.1pp | 244.93%-249.8pp |
| Employer contribution / active EE | $1,685 | $2,544-33.8% | $2,468-31.7% | $2,078-18.9% |
| Participant deferral / active EE | $5,764 | $3,881+48.5% | $3,686+56.4% | $3,356+71.8% |
| Admin fee / account holder | $10 | $114-91.6% | $6,521-99.9% | $115-91.7% |