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 | $10,019 |
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 | $89,947 | $80,360+11.9% | $90,160-0.2% | $77,958+15.4% |
| Participation rate | 79.7% | 81.9%-2.3pp | 76.9%+2.8pp | 71.6%+8.0pp |
| Annual return | 23.75% | 24.56%-0.8pp | 34.88%-11.1pp | 20.87%+2.9pp |
| Employer contribution / active EE | $1,626 | $2,326-30.1% | $3,318-51.0% | $2,310-29.6% |
| Participant deferral / active EE | $9,196 | $5,829+57.8% | $5,288+73.9% | $3,537+160.0% |
| Admin fee / account holder | $6 | $64-90.0% | $5,943-99.9% | $97-93.5% |