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 | -$29,369 |
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 | $69,573 | $60,776+14.5% | $85,682-18.8% | $79,386-12.4% |
| Participation rate | 94.7% | 62.1%+32.6pp | 69.9%+24.9pp | 70.7%+24.0pp |
| Annual return | 14.24% | 16.57%-2.3pp | 21.49%-7.2pp | 116.85%-102.6pp |
| Employer contribution / active EE | $1,405 | $1,663-15.6% | $2,618-46.4% | $2,427-42.1% |
| Participant deferral / active EE | $4,931 | $2,919+69.0% | $3,923+25.7% | $4,046+21.9% |
| Admin fee / account holder | -$103 | $438-123.4% | $6,873-101.5% | $626-116.4% |