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 | $6,686 |
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 | $32,525 | $39,458-17.6% | $60,547-46.3% | $55,191-41.1% |
| Participation rate | 92.4% | 59.6%+32.8pp | 68.0%+24.4pp | 69.2%+23.2pp |
| Annual return | 0.02% | 3.35%-3.3pp | 335.64%-335.6pp | 10.78%-10.8pp |
| Employer contribution / active EE | $1,049 | $1,210-13.3% | $2,419-56.6% | $1,899-44.7% |
| Participant deferral / active EE | $3,049 | $2,140+42.5% | $3,328-8.4% | $3,046+0.1% |
| Admin fee / account holder | $18 | $95-80.7% | $4,536-99.6% | $91-79.8% |