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 | $11,154 |
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 | $54,713 | $73,404-25.5% | $87,100-37.2% | $67,579-19.0% |
| Participation rate | 76.8% | 80.9%-4.1pp | 76.9%-0.1pp | 71.3%+5.5pp |
| Annual return | 30.16% | 48.29%-18.1pp | 28.19%+2.0pp | 378.56%-348.4pp |
| Employer contribution / active EE | $2,638 | $2,014+31.0% | $2,521+4.6% | $2,148+22.8% |
| Participant deferral / active EE | $5,417 | $3,913+38.5% | $4,049+33.8% | $3,539+53.1% |
| Admin fee / account holder | $25 | $142-82.6% | $7,497-99.7% | $142-82.7% |