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 | $2,575 |
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 | $39,729 | $65,376-39.2% | $87,100-54.4% | $65,185-39.1% |
| Participation rate | 90.1% | 75.3%+14.8pp | 76.9%+13.3pp | 70.2%+19.9pp |
| Annual return | 24.84% | 31.27%-6.4pp | 28.19%-3.4pp | 29.38%-4.5pp |
| Employer contribution / active EE | $1,076 | $1,822-41.0% | $2,521-57.3% | $2,177-50.6% |
| Participant deferral / active EE | $3,061 | $3,388-9.7% | $4,049-24.4% | $3,514-12.9% |
| Admin fee / account holder | $19 | $520-96.4% | $7,497-99.8% | $847-97.8% |