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 | $70,349 |
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 | $66,415 | $75,388-11.9% | $123,544-46.2% | $55,725+19.2% |
| Participation rate | 86.2% | 75.7%+10.6pp | 82.3%+3.9pp | 70.9%+15.4pp |
| Annual return | -5.55% | 4.48%-10.0pp | 119.20%-124.7pp | 244.93%-250.5pp |
| Employer contribution / active EE | $2,196 | $3,063-28.3% | $4,628-52.5% | $2,078+5.7% |
| Participant deferral / active EE | $7,175 | $5,651+27.0% | $6,426+11.7% | $3,356+113.8% |
| Admin fee / account holder | $102 | $120-14.9% | $9,284-98.9% | $115-11.5% |