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 | -$28,215 |
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 | $75,664 | $65,223+16.0% | $80,019-5.4% | $55,725+35.8% |
| Participation rate | 96.6% | 80.6%+16.0pp | 75.8%+20.7pp | 70.9%+25.7pp |
| Annual return | -5.34% | 7.59%-12.9pp | 11.22%-16.6pp | 244.93%-250.3pp |
| Employer contribution / active EE | $6,978 | $2,544+174.3% | $2,468+182.7% | $2,078+235.8% |
| Participant deferral / active EE | $5,215 | $3,881+34.4% | $3,686+41.5% | $3,356+55.4% |
| Admin fee / account holder | -$43 | $114-137.8% | $6,521-100.7% | $115-137.5% |