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 | -$21,794 |
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 | $55,044 | $51,288+7.3% | $81,983-32.9% | $73,409-25.0% |
| Participation rate | 95.1% | 64.0%+31.1pp | 69.2%+25.8pp | 72.2%+22.9pp |
| Annual return | 14.74% | 29.48%-14.7pp | 41.31%-26.6pp | 59.29%-44.6pp |
| Employer contribution / active EE | $1,237 | $1,487-16.8% | $2,498-50.5% | $2,234-44.6% |
| Participant deferral / active EE | $4,233 | $2,715+55.9% | $3,722+13.7% | $3,805+11.2% |
| Admin fee / account holder | -$69 | $125-154.7% | $5,664-101.2% | $158-143.4% |