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 | $1,500 |
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 | $120,706 | $57,108+111.4% | $94,224+28.1% | $52,331+130.7% |
| Participation rate | 94.6% | 72.9%+21.7pp | 78.8%+15.9pp | 68.1%+26.5pp |
| Annual return | -0.06% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.6pp |
| Employer contribution / active EE | $1,680 | $1,735-3.2% | $3,587-53.2% | $1,882-10.7% |
| Participant deferral / active EE | $5,953 | $3,040+95.9% | $4,320+37.8% | $3,022+97.0% |
| Admin fee / account holder | $13 | $546-97.7% | $6,269-99.8% | $592-97.9% |