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 | -$27,864 |
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 | $84,762 | $155,795-45.6% | $136,294-37.8% | $69,631+21.7% |
| Participation rate | 91.3% | 75.2%+16.0pp | 81.9%+9.3pp | 70.7%+20.6pp |
| Annual return | 29.05% | 232464.33%-232435.3pp | 5155.94%-5126.9pp | 27571.02%-27542.0pp |
| Employer contribution / active EE | $4,938 | $2,991+65.1% | $4,695+5.2% | $2,032+143.0% |
| Participant deferral / active EE | $16,380 | $5,394+203.7% | $6,247+162.2% | $3,224+408.1% |
| Admin fee / account holder | $33 | $128-74.1% | $9,243-99.6% | $110-69.9% |