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 9-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 | $2,586 |
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 | $84,228 | $80,753+4.3% | $136,294-38.2% | $62,292+35.2% |
| Participation rate | 91.5% | 73.5%+17.9pp | 81.9%+9.5pp | 69.5%+22.0pp |
| Annual return | 27.80% | 35.83%-8.0pp | 5155.94%-5128.1pp | 28.90%-1.1pp |
| Employer contribution / active EE | $3,017 | $2,884+4.6% | $4,695-35.7% | $2,042+47.7% |
| Participant deferral / active EE | $5,011 | $5,164-3.0% | $6,247-19.8% | $3,169+58.1% |
| Admin fee / account holder | $13 | $525-97.6% | $9,243-99.9% | $479-97.4% |