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 | $10,568 |
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 | $138,449 | $71,802+92.8% | $133,980+3.3% | $57,658+140.1% |
| Participation rate | 97.2% | 85.5%+11.7pp | 87.1%+10.1pp | 70.2%+26.9pp |
| Annual return | 8.69% | 13.51%-4.8pp | 29.30%-20.6pp | 5.13%+3.6pp |
| Employer contribution / active EE | $6,321 | $3,161+100.0% | $5,211+21.3% | $1,974+220.3% |
| Participant deferral / active EE | $15,088 | $4,606+227.6% | $6,282+140.2% | $3,061+393.0% |
| Admin fee / account holder | $8 | $88-91.2% | $9,324-99.9% | $95-91.8% |