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 | $9,963 |
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 | $37,914 | $62,267-39.1% | $110,238-65.6% | $55,725-32.0% |
| Participation rate | 78.5% | 78.1%+0.4pp | 79.8%-1.3pp | 70.9%+7.6pp |
| Annual return | -4.33% | -1.07%-3.3pp | 314.74%-319.1pp | 244.93%-249.3pp |
| Employer contribution / active EE | $601 | $1,941-69.0% | $3,826-84.3% | $2,078-71.1% |
| Participant deferral / active EE | $3,467 | $3,516-1.4% | $4,672-25.8% | $3,356+3.3% |
| Admin fee / account holder | $13 | $121-89.3% | $8,547-99.8% | $115-88.7% |