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 | $894 |
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 | $173,957 | $59,186+193.9% | $76,768+126.6% | $56,287+209.1% |
| Participation rate | 94.3% | 75.2%+19.0pp | 77.0%+17.3pp | 69.9%+24.4pp |
| Annual return | -2.87% | 6.62%-9.5pp | 2.43%-5.3pp | -9.96%+7.1pp |
| Employer contribution / active EE | $4,329 | $1,759+146.2% | $2,485+74.2% | $2,111+105.1% |
| Participant deferral / active EE | $10,201 | $3,255+213.4% | $3,852+164.9% | $3,350+204.5% |
| Admin fee / account holder | $10 | $489-97.9% | $6,675-99.8% | $521-98.0% |