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 | $6,870 |
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 | $78,559 | $89,652-12.4% | $141,162-44.3% | $65,185+20.5% |
| Participation rate | 93.0% | 74.7%+18.3pp | 82.5%+10.5pp | 70.2%+22.8pp |
| Annual return | 30.44% | 32.79%-2.4pp | 71.39%-40.9pp | 29.38%+1.1pp |
| Employer contribution / active EE | $5,129 | $3,065+67.4% | $4,735+8.3% | $2,177+135.6% |
| Participant deferral / active EE | $16,227 | $5,691+185.1% | $6,709+141.9% | $3,514+361.8% |
| Admin fee / account holder | $26 | $569-95.4% | $10,261-99.7% | $847-96.9% |