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 | $36,394 |
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 | $52,089 | $74,024-29.6% | $77,999-33.2% | $57,658-9.7% |
| Participation rate | 91.3% | 79.7%+11.6pp | 75.5%+15.8pp | 70.2%+21.1pp |
| Annual return | 38.77% | 12.14%+26.6pp | 425.96%-387.2pp | 5.13%+33.6pp |
| Employer contribution / active EE | $2,985 | $2,365+26.2% | $2,470+20.9% | $1,974+51.3% |
| Participant deferral / active EE | $3,892 | $3,533+10.2% | $3,497+11.3% | $3,061+27.2% |
| Admin fee / account holder | $81 | $93-12.6% | $5,480-98.5% | $95-13.9% |