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 | $2,300 |
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 | $19,510 | $27,330-28.6% | $67,711-71.2% | $55,191-64.7% |
| Participation rate | 94.5% | 47.5%+47.0pp | 67.5%+27.0pp | 69.2%+25.3pp |
| Annual return | 11.06% | 8.81%+2.3pp | 25.41%-14.3pp | 10.78%+0.3pp |
| Employer contribution / active EE | $1,239 | $855+44.9% | $2,559-51.6% | $1,899-34.8% |
| Participant deferral / active EE | $6,013 | $1,709+251.9% | $3,585+67.7% | $3,046+97.4% |
| Admin fee / account holder | $2 | $109-98.0% | $4,255-99.9% | $91-97.6% |