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 | $1,356 |
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 | $158,269 | $47,977+229.9% | $154,107+2.7% | $56,287+181.2% |
| Participation rate | 92.3% | 66.2%+26.1pp | 83.0%+9.3pp | 69.9%+22.5pp |
| Annual return | -5.05% | 3.54%-8.6pp | 735.12%-740.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $6,105 | $2,169+181.5% | $5,298+15.2% | $2,111+189.2% |
| Participant deferral / active EE | $6,411 | $2,392+168.0% | $5,081+26.2% | $3,350+91.4% |
| Admin fee / account holder | $7 | $438-98.5% | $13,411-100.0% | $521-98.7% |