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 | $4,720 |
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 | $38,049 | $75,388-49.5% | $123,544-69.2% | $55,725-31.7% |
| Participation rate | 81.0% | 75.7%+5.3pp | 82.3%-1.3pp | 70.9%+10.1pp |
| Annual return | -1.08% | 4.48%-5.6pp | 119.20%-120.3pp | 244.93%-246.0pp |
| Employer contribution / active EE | $1,999 | $3,063-34.7% | $4,628-56.8% | $2,078-3.8% |
| Participant deferral / active EE | $8,161 | $5,651+44.4% | $6,426+27.0% | $3,356+143.2% |
| Admin fee / account holder | $7 | $120-94.4% | $9,284-99.9% | $115-94.2% |