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 | $37,821 |
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 | $128,881 | $98,750+30.5% | $149,696-13.9% | $79,858+61.4% |
| Participation rate | 93.9% | 75.8%+18.1pp | 82.5%+11.4pp | 69.6%+24.2pp |
| Annual return | 25.84% | 27.43%-1.6pp | 276.60%-250.8pp | 31.71%-5.9pp |
| Employer contribution / active EE | $5,123 | $3,216+59.3% | $4,644+10.3% | $2,471+107.4% |
| Participant deferral / active EE | $21,098 | $5,680+271.4% | $6,842+208.4% | $3,740+464.1% |
| Admin fee / account holder | $157 | $6,053-97.4% | $9,309-98.3% | $5,306-97.0% |