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 | $114,140 |
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 | $56,754 | $65,223-13.0% | $80,019-29.1% | $55,725+1.8% |
| Participation rate | 97.6% | 80.6%+17.1pp | 75.8%+21.8pp | 70.9%+26.8pp |
| Annual return | -2.16% | 7.59%-9.8pp | 11.22%-13.4pp | 244.93%-247.1pp |
| Employer contribution / active EE | $5,116 | $2,544+101.1% | $2,468+107.3% | $2,078+146.2% |
| Participant deferral / active EE | $8,514 | $3,881+119.4% | $3,686+131.0% | $3,356+153.7% |
| Admin fee / account holder | $129 | $114+12.8% | $6,521-98.0% | $115+11.8% |