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 | $2,419 |
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 | $78,473 | $44,850+75.0% | $60,547+29.6% | $59,632+31.6% |
| Participation rate | 79.8% | 59.5%+20.3pp | 68.0%+11.8pp | 68.7%+11.1pp |
| Annual return | 0.63% | 1074.14%-1073.5pp | 335.64%-335.0pp | 2041.28%-2040.7pp |
| Employer contribution / active EE | $1,565 | $1,462+7.1% | $2,419-35.3% | $2,203-28.9% |
| Participant deferral / active EE | $5,164 | $2,230+131.6% | $3,328+55.2% | $3,192+61.8% |
| Admin fee / account holder | $18 | $3,635-99.5% | $4,536-99.6% | $4,297-99.6% |