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 | -$2,227 |
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 | $182,077 | $58,879+209.2% | $178,490+2.0% | $73,488+147.8% |
| Participation rate | 80.5% | 66.2%+14.3pp | 81.9%-1.4pp | 70.7%+9.8pp |
| Annual return | 16.89% | 24.86%-8.0pp | 151.07%-134.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $5,729 | $2,236+156.2% | $5,011+14.3% | $2,270+152.4% |
| Participant deferral / active EE | $5,540 | $2,567+115.8% | $5,202+6.5% | $3,740+48.2% |
| Admin fee / account holder | $6 | $400-98.4% | $13,984-100.0% | $513-98.8% |