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 | $4,263 |
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 | $36,838 | $55,790-34.0% | $76,817-52.0% | $67,579-45.5% |
| Participation rate | 92.7% | 71.1%+21.6pp | 72.1%+20.6pp | 71.3%+21.4pp |
| Annual return | 18.36% | 64.45%-46.1pp | 1166.11%-1147.7pp | 378.56%-360.2pp |
| Employer contribution / active EE | $1,296 | $1,810-28.4% | $2,302-43.7% | $2,148-39.6% |
| Participant deferral / active EE | $4,231 | $2,875+47.2% | $3,336+26.8% | $3,539+19.5% |
| Admin fee / account holder | $13 | $159-91.6% | $6,420-99.8% | $142-90.6% |