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 | $563 |
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 | $221,292 | $62,672+253.1% | $185,117+19.5% | $70,131+215.5% |
| Participation rate | 98.3% | 63.8%+34.6pp | 77.3%+21.1pp | 69.5%+28.8pp |
| Annual return | 19.28% | 40.79%-21.5pp | 40.50%-21.2pp | 73.14%-53.9pp |
| Employer contribution / active EE | $18,202 | $1,753+938.2% | $4,182+335.3% | $2,342+677.0% |
| Participant deferral / active EE | $11,185 | $3,272+241.9% | $5,045+121.7% | $3,332+235.7% |
| Admin fee / account holder | $3 | $3,932-99.9% | $8,159-100.0% | $4,645-99.9% |