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 | $5,267 |
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 | $37,984 | $80,177-52.6% | $123,892-69.3% | $57,658-34.1% |
| Participation rate | 78.2% | 74.4%+3.8pp | 81.4%-3.2pp | 70.2%+8.0pp |
| Annual return | 25.52% | 17.90%+7.6pp | 47.52%-22.0pp | 5.13%+20.4pp |
| Employer contribution / active EE | $3,334 | $2,913+14.5% | $4,617-27.8% | $1,974+68.9% |
| Participant deferral / active EE | $9,420 | $5,130+83.6% | $5,984+57.4% | $3,061+207.8% |
| Admin fee / account holder | $12 | $106-89.0% | $8,357-99.9% | $95-87.7% |