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 | $183,449 |
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 | $80,168 | $116,243-31.0% | $91,989-12.9% | $89,569-10.5% |
| Participation rate | 96.6% | 84.8%+11.8pp | 78.6%+18.0pp | 69.6%+27.0pp |
| Annual return | 38.99% | 23.75%+15.2pp | 69.02%-30.0pp | 34.56%+4.4pp |
| Employer contribution / active EE | $5,649 | $3,226+75.1% | $3,452+63.7% | $2,584+118.6% |
| Participant deferral / active EE | $17,207 | $7,519+128.8% | $5,923+190.5% | $4,220+307.7% |
| Admin fee / account holder | $3 | $82-96.0% | $7,743-100.0% | $72-95.4% |