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 9-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 | $41,470 |
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 | $43,815 | $100,801-56.5% | $149,696-70.7% | $73,409-40.3% |
| Participation rate | 79.6% | 77.7%+1.9pp | 82.5%-2.9pp | 72.2%+7.4pp |
| Annual return | 24.73% | 265.34%-240.6pp | 276.60%-251.9pp | 59.29%-34.6pp |
| Employer contribution / active EE | $2,041 | $3,312-38.4% | $4,644-56.0% | $2,234-8.6% |
| Participant deferral / active EE | $6,190 | $6,404-3.3% | $6,842-9.5% | $3,805+62.7% |
| Admin fee / account holder | $101 | $181-44.1% | $9,309-98.9% | $158-35.9% |