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 | $11,927 |
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 | $103,997 | $99,957+4.0% | $149,696-30.5% | $73,488+41.5% |
| Participation rate | 88.3% | 75.7%+12.6pp | 82.5%+5.8pp | 70.7%+17.6pp |
| Annual return | 22.94% | 53.87%-30.9pp | 276.60%-253.7pp | 28.51%-5.6pp |
| Employer contribution / active EE | $4,883 | $3,191+53.0% | $4,644+5.1% | $2,270+115.1% |
| Participant deferral / active EE | $15,968 | $6,073+163.0% | $6,842+133.4% | $3,740+327.0% |
| Admin fee / account holder | $44 | $551-92.1% | $9,309-99.5% | $513-91.5% |