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 | $1,269 |
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 | $46,780 | $51,620-9.4% | $90,281-48.2% | $65,185-28.2% |
| Participation rate | 94.1% | 68.6%+25.4pp | 73.3%+20.8pp | 70.2%+23.9pp |
| Annual return | 20.34% | 24.94%-4.6pp | 78.10%-57.8pp | 29.38%-9.0pp |
| Employer contribution / active EE | $677 | $2,235-69.7% | $2,854-76.3% | $2,177-68.9% |
| Participant deferral / active EE | $3,607 | $2,871+25.7% | $3,885-7.2% | $3,514+2.7% |
| Admin fee / account holder | $22 | $384-94.3% | $5,351-99.6% | $847-97.4% |