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 | $2,425 |
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 | $69,411 | $69,305+0.2% | $82,313-15.7% | $69,631-0.3% |
| Participation rate | 76.7% | 80.3%-3.6pp | 76.9%-0.2pp | 70.7%+6.0pp |
| Annual return | 22.17% | 21.47%+0.7pp | 25.88%-3.7pp | 27571.02%-27548.9pp |
| Employer contribution / active EE | $2,300 | $1,887+21.9% | $2,428-5.3% | $2,032+13.2% |
| Participant deferral / active EE | $8,297 | $3,568+132.5% | $3,706+123.9% | $3,224+157.4% |
| Admin fee / account holder | $7 | $97-92.4% | $5,608-99.9% | $110-93.3% |