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 | $17,809 |
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 | $90,781 | $81,537+11.3% | $149,718-39.4% | $69,631+30.4% |
| Participation rate | 95.7% | 86.1%+9.6pp | 87.1%+8.6pp | 70.7%+25.0pp |
| Annual return | 27.14% | 22.79%+4.4pp | 1501.63%-1474.5pp | 27571.02%-27543.9pp |
| Employer contribution / active EE | $1,888 | $3,239-41.7% | $5,445-65.3% | $2,032-7.1% |
| Participant deferral / active EE | $4,382 | $4,994-12.3% | $6,569-33.3% | $3,224+35.9% |
| Admin fee / account holder | $24 | $107-78.0% | $11,283-99.8% | $110-78.7% |