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 | $8,306 |
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 | $89,362 | $69,305+28.9% | $82,313+8.6% | $69,631+28.3% |
| Participation rate | 93.5% | 80.3%+13.2pp | 76.9%+16.6pp | 70.7%+22.8pp |
| Annual return | 20.83% | 21.47%-0.6pp | 25.88%-5.0pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $2,068 | $1,887+9.6% | $2,428-14.8% | $2,032+1.8% |
| Participant deferral / active EE | $4,021 | $3,568+12.7% | $3,706+8.5% | $3,224+24.7% |
| Admin fee / account holder | $10 | $97-89.7% | $5,608-99.8% | $110-90.9% |