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 | $1,700 |
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 | $26,102 | $56,640-53.9% | $80,975-67.8% | $57,658-54.7% |
| Participation rate | 89.9% | 75.9%+14.0pp | 75.8%+14.1pp | 70.2%+19.6pp |
| Annual return | 39.33% | 19.97%+19.4pp | 17.10%+22.2pp | 5.13%+34.2pp |
| Employer contribution / active EE | $1,616 | $2,085-22.5% | $3,714-56.5% | $1,974-18.1% |
| Participant deferral / active EE | $8,284 | $4,944+67.6% | $5,696+45.4% | $3,061+170.7% |
| Admin fee / account holder | $3 | $87-96.7% | $5,516-99.9% | $95-97.0% |