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 8-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 | $58,384 |
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 | $40,412 | $88,122-54.1% | $141,162-71.4% | $67,579-40.2% |
| Participation rate | 77.2% | 76.5%+0.8pp | 82.5%-5.2pp | 71.3%+5.9pp |
| Annual return | 42.09% | 75.40%-33.3pp | 71.39%-29.3pp | 378.56%-336.5pp |
| Employer contribution / active EE | $3,117 | $3,224-3.3% | $4,735-34.2% | $2,148+45.1% |
| Participant deferral / active EE | $6,808 | $5,958+14.3% | $6,709+1.5% | $3,539+92.4% |
| Admin fee / account holder | $81 | $131-38.0% | $10,261-99.2% | $142-43.0% |