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 | $25,094 |
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 | $115,015 | $71,957+59.8% | $67,652+70.0% | $59,188+94.3% |
| Participation rate | 99.9% | 82.7%+17.3pp | 75.7%+24.3pp | 69.4%+30.5pp |
| Annual return | 1.79% | 8.53%-6.7pp | 6625.04%-6623.2pp | 5.51%-3.7pp |
| Employer contribution / active EE | $9,223 | $2,432+279.2% | $2,266+307.1% | $2,098+339.6% |
| Participant deferral / active EE | $3,147 | $4,211-25.3% | $3,560-11.6% | $3,265-3.6% |
| Admin fee / account holder | $17 | $64-73.4% | $4,821-99.6% | $92-81.5% |