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 | $211,860 |
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 | $101,468 | $139,618-27.3% | $100,516+0.9% | $106,222-4.5% |
| Participation rate | 97.4% | 83.2%+14.2pp | 79.4%+18.0pp | 70.8%+26.6pp |
| Annual return | 32.72% | 22.24%+10.5pp | 30.89%+1.8pp | 21.69%+11.0pp |
| Employer contribution / active EE | $5,969 | $3,379+76.7% | $3,418+74.7% | $2,723+119.2% |
| Participant deferral / active EE | $18,889 | $8,459+123.3% | $6,270+201.3% | $4,600+310.6% |
| Admin fee / account holder | $2 | $91-98.0% | $8,081-100.0% | $78-97.6% |