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 | $5,025 |
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 | $31,311 | $56,629-44.7% | $77,999-59.9% | $55,167-43.2% |
| Participation rate | 81.8% | 73.3%+8.5pp | 75.5%+6.3pp | 69.0%+12.8pp |
| Annual return | 6.93% | 2866.98%-2860.1pp | 425.96%-419.0pp | 169.23%-162.3pp |
| Employer contribution / active EE | $2,271 | $1,723+31.8% | $2,470-8.0% | $1,963+15.7% |
| Participant deferral / active EE | $3,688 | $2,777+32.8% | $3,497+5.5% | $3,054+20.7% |
| Admin fee / account holder | $54 | $467-88.4% | $5,480-99.0% | $504-89.3% |