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 | $975 |
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 | $58,480 | $73,102-20.0% | $123,544-52.7% | $56,287+3.9% |
| Participation rate | 88.7% | 74.3%+14.4pp | 82.3%+6.4pp | 69.9%+18.8pp |
| Annual return | 5.31% | 3.01%+2.3pp | 119.20%-113.9pp | -9.96%+15.3pp |
| Employer contribution / active EE | $4,087 | $2,977+37.3% | $4,628-11.7% | $2,111+93.6% |
| Participant deferral / active EE | $13,792 | $5,423+154.3% | $6,426+114.6% | $3,350+311.7% |
| Admin fee / account holder | $4 | $554-99.2% | $9,284-100.0% | $521-99.2% |