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 | $12,681 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $47,696 | $85,766-44.4% | $136,294-65.0% | $70,131-32.0% |
| Participation rate | 93.3% | 74.2%+19.1pp | 81.9%+11.3pp | 69.5%+23.7pp |
| Annual return | 21.17% | 31.45%-10.3pp | 5155.94%-5134.8pp | 73.14%-52.0pp |
| Employer contribution / active EE | $899 | $2,966-69.7% | $4,695-80.9% | $2,342-61.6% |
| Participant deferral / active EE | $5,232 | $5,051+3.6% | $6,247-16.3% | $3,332+57.0% |
| Admin fee / account holder | $123 | $5,420-97.7% | $9,243-98.7% | $4,645-97.3% |