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 | $5,319 |
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 | $31,962 | $34,242-6.7% | $76,523-58.2% | $75,289-57.5% |
| Participation rate | 98.2% | 43.9%+54.3pp | 68.0%+30.2pp | 72.4%+25.8pp |
| Annual return | -3.26% | -0.98%-2.3pp | -0.27%-3.0pp | -0.04%-3.2pp |
| Employer contribution / active EE | $2,144 | $975+119.9% | $2,647-19.0% | $2,405-10.9% |
| Participant deferral / active EE | $8,719 | $1,872+365.6% | $3,835+127.3% | $3,739+133.2% |
| Admin fee / account holder | $2 | $112-97.9% | $4,848-100.0% | $102-97.7% |