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 | $46,596 |
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 | $58,246 | $80,177-27.4% | $123,892-53.0% | $57,658+1.0% |
| Participation rate | 77.9% | 74.4%+3.5pp | 81.4%-3.5pp | 70.2%+7.7pp |
| Annual return | 12.37% | 17.90%-5.5pp | 47.52%-35.1pp | 5.13%+7.2pp |
| Employer contribution / active EE | $796 | $2,913-72.7% | $4,617-82.8% | $1,974-59.7% |
| Participant deferral / active EE | $5,400 | $5,130+5.3% | $5,984-9.8% | $3,061+76.4% |
| Admin fee / account holder | $82 | $106-22.7% | $8,357-99.0% | $95-13.1% |