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 | $2,551 |
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 | $106,382 | $46,732+127.6% | $156,549-32.0% | $55,167+92.8% |
| Participation rate | 89.0% | 65.8%+23.2pp | 84.0%+5.0pp | 69.0%+20.0pp |
| Annual return | 10.14% | 17.72%-7.6pp | 32.23%-22.1pp | 169.23%-159.1pp |
| Employer contribution / active EE | $6,166 | $2,105+192.9% | $5,501+12.1% | $1,963+214.2% |
| Participant deferral / active EE | $4,499 | $2,204+104.1% | $4,871-7.6% | $3,054+47.3% |
| Admin fee / account holder | $9 | $418-97.9% | $13,027-99.9% | $504-98.3% |