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 9-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 | $2,475 |
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 | $44,107 | $31,388+40.5% | $73,545-40.0% | $62,292-29.2% |
| Participation rate | 79.0% | 39.9%+39.2pp | 54.9%+24.1pp | 69.5%+9.5pp |
| Annual return | 19.31% | 25.34%-6.0pp | -15.16%+34.5pp | 28.90%-9.6pp |
| Employer contribution / active EE | $2,596 | $498+421.3% | $1,219+112.9% | $2,042+27.1% |
| Participant deferral / active EE | $3,853 | $1,028+274.7% | $1,806+113.4% | $3,169+21.6% |
| Admin fee / account holder | $19 | $299-93.7% | $2,320-99.2% | $479-96.0% |