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 | $8,413 |
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 | $74,921 | $70,106+6.9% | $80,975-7.5% | $63,975+17.1% |
| Participation rate | 76.9% | 79.4%-2.4pp | 75.8%+1.1pp | 71.1%+5.8pp |
| Annual return | 9.54% | 13.93%-4.4pp | 17.10%-7.6pp | 48.65%-39.1pp |
| Employer contribution / active EE | $1,628 | $2,042-20.3% | $3,714-56.2% | $2,182-25.4% |
| Participant deferral / active EE | $8,614 | $5,245+64.2% | $5,696+51.2% | $3,356+156.6% |
| Admin fee / account holder | $6 | $57-89.7% | $5,516-99.9% | $70-91.6% |