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 | $1,863 |
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 | $69,581 | $74,089-6.1% | $133,980-48.1% | $55,167+26.1% |
| Participation rate | 99.5% | 84.3%+15.2pp | 87.1%+12.4pp | 69.0%+30.5pp |
| Annual return | 15.97% | 12.11%+3.9pp | 29.30%-13.3pp | 169.23%-153.3pp |
| Employer contribution / active EE | $3,620 | $3,064+18.2% | $5,211-30.5% | $1,963+84.5% |
| Participant deferral / active EE | $9,532 | $4,678+103.8% | $6,282+51.7% | $3,054+212.1% |
| Admin fee / account holder | $9 | $458-98.1% | $9,324-99.9% | $504-98.2% |