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 | $4,338 |
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 | $56,381 | $64,909-13.1% | $82,313-31.5% | $62,292-9.5% |
| Participation rate | 95.6% | 74.9%+20.7pp | 76.9%+18.7pp | 69.5%+26.1pp |
| Annual return | 16.25% | 21.18%-4.9pp | 25.88%-9.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $1,074 | $1,676-35.9% | $2,428-55.8% | $2,042-47.4% |
| Participant deferral / active EE | $2,335 | $3,103-24.7% | $3,706-37.0% | $3,169-26.3% |
| Admin fee / account holder | $37 | $440-91.7% | $5,608-99.3% | $479-92.4% |