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 | $425 |
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 | $48,395 | $37,196+30.1% | $154,107-68.6% | $55,725-13.2% |
| Participation rate | 74.2% | 64.1%+10.1pp | 83.0%-8.9pp | 70.9%+3.3pp |
| Annual return | -6.26% | 1319.68%-1325.9pp | 735.12%-741.4pp | 244.93%-251.2pp |
| Employer contribution / active EE | $1,629 | $1,614+0.9% | $5,298-69.2% | $2,078-21.6% |
| Participant deferral / active EE | $8,985 | $2,068+334.4% | $5,081+76.8% | $3,356+167.8% |
| Admin fee / account holder | $8 | $102-92.1% | $13,411-99.9% | $115-93.1% |