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 | -$17,856 |
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 | $147,473 | $75,760+94.7% | $123,104+19.8% | $59,188+149.2% |
| Participation rate | 98.1% | 86.0%+12.1pp | 86.8%+11.3pp | 69.4%+28.7pp |
| Annual return | -0.04% | 2.93%-3.0pp | 13.22%-13.3pp | 5.51%-5.5pp |
| Employer contribution / active EE | $3,644 | $3,415+6.7% | $5,151-29.3% | $2,098+73.7% |
| Participant deferral / active EE | $13,399 | $5,000+168.0% | $6,230+115.1% | $3,265+310.4% |
| Admin fee / account holder | $35 | $61-42.0% | $9,015-99.6% | $92-61.8% |