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 | $29,291 |
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 | $24,322 | $39,819-38.9% | $67,834-64.1% | $57,658-57.8% |
| Participation rate | 94.4% | 61.2%+33.2pp | 68.8%+25.6pp | 70.2%+24.2pp |
| Annual return | 18.92% | 9.19%+9.7pp | 138.47%-119.6pp | 5.13%+13.8pp |
| Employer contribution / active EE | $1,030 | $1,277-19.3% | $2,403-57.1% | $1,974-47.8% |
| Participant deferral / active EE | $4,011 | $2,209+81.5% | $3,160+26.9% | $3,061+31.1% |
| Admin fee / account holder | $61 | $84-27.3% | $4,622-98.7% | $95-35.7% |