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 | $5,098 |
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 | $53,707 | $127,481-57.9% | $149,696-64.1% | $90,288-40.5% |
| Participation rate | 99.8% | 78.2%+21.5pp | 82.5%+17.3pp | 73.4%+26.4pp |
| Annual return | 34.29% | 57.78%-23.5pp | 276.60%-242.3pp | 53.97%-19.7pp |
| Employer contribution / active EE | $2,146 | $3,448-37.7% | $4,644-53.8% | $2,524-15.0% |
| Participant deferral / active EE | $11,404 | $6,975+63.5% | $6,842+66.7% | $4,232+169.5% |
| Admin fee / account holder | $3 | $152-97.7% | $9,309-100.0% | $114-97.0% |