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 | $99,790 |
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 | $59,291 | $94,115-37.0% | $83,333-28.9% | $73,367-19.2% |
| Participation rate | 100.0% | 83.7%+16.2pp | 77.8%+22.2pp | 69.5%+30.5pp |
| Annual return | -0.08% | -6.12%+6.0pp | 10.63%-10.7pp | 173.45%-173.5pp |
| Employer contribution / active EE | $5,374 | $2,931+83.3% | $3,379+59.1% | $2,499+115.0% |
| Participant deferral / active EE | $15,736 | $6,759+132.8% | $5,565+182.8% | $4,033+290.2% |
| Admin fee / account holder | $2 | $75-97.2% | $7,510-100.0% | $68-96.9% |