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 | $281 |
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 | $45,720 | $59,535-23.2% | $90,160-49.3% | $62,292-26.6% |
| Participation rate | 92.8% | 73.0%+19.7pp | 76.9%+15.9pp | 69.5%+23.2pp |
| Annual return | 31.75% | 23.53%+8.2pp | 34.88%-3.1pp | 28.90%+2.9pp |
| Employer contribution / active EE | $7,245 | $1,826+296.9% | $3,318+118.4% | $2,042+254.8% |
| Participant deferral / active EE | $12,505 | $4,639+169.6% | $5,288+136.5% | $3,169+294.6% |
| Admin fee / account holder | $2 | $337-99.4% | $5,943-100.0% | $479-99.6% |