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 | -$12,140 |
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 | $62,098 | $63,905-2.8% | $74,183-16.3% | $57,658+7.7% |
| Participation rate | 95.4% | 79.8%+15.6pp | 76.6%+18.8pp | 70.2%+25.2pp |
| Annual return | 7.60% | 60.60%-53.0pp | 17.74%-10.1pp | 5.13%+2.5pp |
| Employer contribution / active EE | $2,524 | $1,840+37.1% | $2,370+6.5% | $1,974+27.9% |
| Participant deferral / active EE | $5,289 | $3,448+53.4% | $3,550+49.0% | $3,061+72.8% |
| Admin fee / account holder | -$15 | $91-116.0% | $5,586-100.3% | $95-115.4% |