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 | -$15,031 |
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 | $92,702 | $72,770+27.4% | $67,652+37.0% | $55,191+68.0% |
| Participation rate | 84.0% | 78.8%+5.3pp | 75.7%+8.4pp | 69.2%+14.9pp |
| Annual return | 1.64% | -3.26%+4.9pp | 6625.04%-6623.4pp | 10.78%-9.1pp |
| Employer contribution / active EE | $1,651 | $1,769-6.7% | $2,266-27.1% | $1,899-13.0% |
| Participant deferral / active EE | $8,723 | $3,408+155.9% | $3,560+145.0% | $3,046+186.3% |
| Admin fee / account holder | -$21 | $79-126.2% | $4,821-100.4% | $91-122.7% |