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 | $5,976 |
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 | $43,663 | $155,795-72.0% | $136,294-68.0% | $69,631-37.3% |
| Participation rate | 88.0% | 75.2%+12.8pp | 81.9%+6.1pp | 70.7%+17.3pp |
| Annual return | 26.94% | 232464.33%-232437.4pp | 5155.94%-5129.0pp | 27571.02%-27544.1pp |
| Employer contribution / active EE | $2,990 | $2,9910% | $4,695-36.3% | $2,032+47.1% |
| Participant deferral / active EE | $9,133 | $5,394+69.3% | $6,247+46.2% | $3,224+183.3% |
| Admin fee / account holder | $10 | $128-92.5% | $9,243-99.9% | $110-91.3% |