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 | $58,577 |
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 | $190,778 | $89,274+113.7% | $149,718+27.4% | $77,958+144.7% |
| Participation rate | 97.8% | 87.6%+10.1pp | 87.1%+10.7pp | 71.6%+26.1pp |
| Annual return | 20.79% | 20.36%+0.4pp | 1501.63%-1480.8pp | 20.87%-0.1pp |
| Employer contribution / active EE | $3,724 | $3,727-0.1% | $5,445-31.6% | $2,310+61.2% |
| Participant deferral / active EE | $13,962 | $5,382+159.4% | $6,569+112.5% | $3,537+294.8% |
| Admin fee / account holder | $32 | $240-86.8% | $11,283-99.7% | $97-67.5% |