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 | $7,594 |
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 | $61,642 | $65,376-5.7% | $87,100-29.2% | $65,185-5.4% |
| Participation rate | 94.6% | 75.3%+19.3pp | 76.9%+17.8pp | 70.2%+24.4pp |
| Annual return | 20.02% | 31.27%-11.3pp | 28.19%-8.2pp | 29.38%-9.4pp |
| Employer contribution / active EE | $1,216 | $1,822-33.3% | $2,521-51.8% | $2,177-44.1% |
| Participant deferral / active EE | $3,414 | $3,388+0.8% | $4,049-15.7% | $3,514-2.8% |
| Admin fee / account holder | $36 | $520-93.1% | $7,497-99.5% | $847-95.8% |