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 | -$7,291 |
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 | $116,862 | $69,305+68.6% | $82,313+42.0% | $69,631+67.8% |
| Participation rate | 88.4% | 80.3%+8.1pp | 76.9%+11.5pp | 70.7%+17.7pp |
| Annual return | 20.27% | 21.47%-1.2pp | 25.88%-5.6pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $1,565 | $1,887-17.0% | $2,428-35.5% | $2,032-23.0% |
| Participant deferral / active EE | $9,254 | $3,568+159.3% | $3,706+149.7% | $3,224+187.1% |
| Admin fee / account holder | -$6 | $97-106.1% | $5,608-100.1% | $110-105.4% |