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 | $8,107 |
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 | $50,473 | $48,313+4.5% | $73,307-31.1% | $52,331-3.5% |
| Participation rate | 80.5% | 68.6%+11.9pp | 74.9%+5.6pp | 68.1%+12.4pp |
| Annual return | 6.54% | 3.85%+2.7pp | 5.67%+0.9pp | 4.54%+2.0pp |
| Employer contribution / active EE | $2,002 | $1,661+20.5% | $3,237-38.2% | $1,882+6.4% |
| Participant deferral / active EE | $6,433 | $4,189+53.6% | $4,991+28.9% | $3,022+112.9% |
| Admin fee / account holder | $58 | $404-85.5% | $5,637-99.0% | $592-90.1% |