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 | $32,019 |
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 | $129,216 | $80,211+61.1% | $74,183+74.2% | $63,975+102.0% |
| Participation rate | 99.9% | 84.2%+15.7pp | 76.6%+23.3pp | 71.1%+28.8pp |
| Annual return | 8.04% | 14.13%-6.1pp | 17.74%-9.7pp | 48.65%-40.6pp |
| Employer contribution / active EE | $4,354 | $2,553+70.5% | $2,370+83.7% | $2,182+99.6% |
| Participant deferral / active EE | $3,080 | $4,370-29.5% | $3,550-13.2% | $3,356-8.2% |
| Admin fee / account holder | $22 | $67-66.5% | $5,586-99.6% | $70-68.1% |