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 | $2,250 |
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 | $72,570 | $89,355-18.8% | $141,162-48.6% | $72,985-0.6% |
| Participation rate | 94.7% | 75.1%+19.6pp | 82.5%+12.2pp | 69.5%+25.2pp |
| Annual return | 24.43% | 111.85%-87.4pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $9,280 | $3,114+198.0% | $4,735+96.0% | $2,440+280.4% |
| Participant deferral / active EE | $15,814 | $5,418+191.9% | $6,709+135.7% | $3,607+338.4% |
| Admin fee / account holder | $9 | $5,958-99.8% | $10,261-99.9% | $5,124-99.8% |