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 | $6,500 |
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 | $49,303 | $127,481-61.3% | $149,696-67.1% | $90,288-45.4% |
| Participation rate | 92.3% | 78.2%+14.0pp | 82.5%+9.8pp | 73.4%+18.9pp |
| Annual return | 47.34% | 57.78%-10.4pp | 276.60%-229.3pp | 53.97%-6.6pp |
| Employer contribution / active EE | $1,999 | $3,448-42.0% | $4,644-57.0% | $2,524-20.8% |
| Participant deferral / active EE | $12,982 | $6,975+86.1% | $6,842+89.7% | $4,232+206.7% |
| Admin fee / account holder | $2 | $152-98.4% | $9,309-100.0% | $114-97.9% |