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 | $61,230 |
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 | $60,826 | $104,862-42.0% | $90,160-32.5% | $80,976-24.9% |
| Participation rate | 94.9% | 78.9%+16.0pp | 76.9%+18.1pp | 68.3%+26.7pp |
| Annual return | 36.01% | 20.18%+15.8pp | 34.88%+1.1pp | 22.91%+13.1pp |
| Employer contribution / active EE | $4,812 | $2,724+76.6% | $3,318+45.0% | $2,402+100.3% |
| Participant deferral / active EE | $13,218 | $6,098+116.8% | $5,288+150.0% | $3,848+243.5% |
| Admin fee / account holder | $2 | $76-97.5% | $5,943-100.0% | $67-97.1% |