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 | $2,863 |
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 | $24,058 | $75,388-68.1% | $123,544-80.5% | $55,725-56.8% |
| Participation rate | 91.7% | 75.7%+16.0pp | 82.3%+9.4pp | 70.9%+20.8pp |
| Annual return | 5.24% | 4.48%+0.8pp | 119.20%-114.0pp | 244.93%-239.7pp |
| Employer contribution / active EE | $1,511 | $3,063-50.7% | $4,628-67.3% | $2,078-27.3% |
| Participant deferral / active EE | $7,530 | $5,651+33.3% | $6,426+17.2% | $3,356+124.4% |
| Admin fee / account holder | $5 | $120-95.7% | $9,284-99.9% | $115-95.6% |