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 | -$217,509 |
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 | $208,633 | $43,999+374.2% | $79,464+162.6% | $55,725+274.4% |
| Participation rate | 98.8% | 66.9%+31.8pp | 73.3%+25.4pp | 70.9%+27.9pp |
| Annual return | -4.82% | 1.81%-6.6pp | 718.14%-723.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $9,264 | $1,830+406.4% | $2,800+230.8% | $2,078+345.8% |
| Participant deferral / active EE | $9,350 | $2,538+268.4% | $3,704+152.4% | $3,356+178.6% |
| Admin fee / account holder | $114 | $118-3.4% | $5,113-97.8% | $115-1.4% |