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 | $7,850 |
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 | $39,868 | $74,024-46.1% | $77,999-48.9% | $57,658-30.9% |
| Participation rate | 85.9% | 79.7%+6.2pp | 75.5%+10.4pp | 70.2%+15.7pp |
| Annual return | 24.84% | 12.14%+12.7pp | 425.96%-401.1pp | 5.13%+19.7pp |
| Employer contribution / active EE | $3,931 | $2,365+66.2% | $2,470+59.2% | $1,974+99.2% |
| Participant deferral / active EE | $6,028 | $3,533+70.6% | $3,497+72.4% | $3,061+97.0% |
| Admin fee / account holder | $8 | $93-91.6% | $5,480-99.9% | $95-91.7% |