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 | $6,456 |
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 | $56,951 | $59,186-3.8% | $76,768-25.8% | $56,287+1.2% |
| Participation rate | 93.1% | 75.2%+17.9pp | 77.0%+16.1pp | 69.9%+23.3pp |
| Annual return | -3.70% | 6.62%-10.3pp | 2.43%-6.1pp | -9.96%+6.3pp |
| Employer contribution / active EE | $1,253 | $1,759-28.7% | $2,485-49.6% | $2,111-40.6% |
| Participant deferral / active EE | $3,374 | $3,255+3.7% | $3,852-12.4% | $3,350+0.7% |
| Admin fee / account holder | $34 | $489-93.1% | $6,675-99.5% | $521-93.5% |