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 | $11,162 |
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 | $172,380 | $81,537+111.4% | $149,718+15.1% | $69,631+147.6% |
| Participation rate | 97.4% | 86.1%+11.3pp | 87.1%+10.4pp | 70.7%+26.8pp |
| Annual return | 19.21% | 22.79%-3.6pp | 1501.63%-1482.4pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $6,627 | $3,239+104.6% | $5,445+21.7% | $2,032+226.1% |
| Participant deferral / active EE | $16,376 | $4,994+227.9% | $6,569+149.3% | $3,224+408.0% |
| Admin fee / account holder | $5 | $107-95.7% | $11,283-100.0% | $110-95.9% |