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 | $74,910 |
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 | $72,909 | $85,135-14.4% | $98,907-26.3% | $73,409-0.7% |
| Participation rate | 97.0% | 81.1%+15.9pp | 76.0%+21.0pp | 72.2%+24.9pp |
| Annual return | 17.36% | 19.14%-1.8pp | 196.43%-179.1pp | 59.29%-41.9pp |
| Employer contribution / active EE | $3,052 | $2,721+12.2% | $2,689+13.5% | $2,234+36.7% |
| Participant deferral / active EE | $7,733 | $4,349+77.8% | $4,244+82.2% | $3,805+103.2% |
| Admin fee / account holder | $106 | $139-23.6% | $6,642-98.4% | $158-32.6% |