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 7-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 | $13,139 |
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 | $212,288 | $52,953+300.9% | $172,739+22.9% | $65,185+225.7% |
| Participation rate | 99.2% | 66.2%+33.0pp | 82.6%+16.6pp | 70.2%+29.0pp |
| Annual return | 21.29% | 30.12%-8.8pp | 802.84%-781.5pp | 29.38%-8.1pp |
| Employer contribution / active EE | $16,197 | $2,190+639.7% | $5,143+214.9% | $2,177+644.1% |
| Participant deferral / active EE | $17,004 | $2,471+588.2% | $5,198+227.1% | $3,514+383.9% |
| Admin fee / account holder | $75 | $472-84.2% | $13,954-99.5% | $847-91.2% |