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 | $3,456 |
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 | $109,204 | $73,404+48.8% | $87,100+25.4% | $67,579+61.6% |
| Participation rate | 91.6% | 80.9%+10.7pp | 76.9%+14.7pp | 71.3%+20.3pp |
| Annual return | 24.96% | 48.29%-23.3pp | 28.19%-3.2pp | 378.56%-353.6pp |
| Employer contribution / active EE | $1,630 | $2,014-19.0% | $2,521-35.3% | $2,148-24.1% |
| Participant deferral / active EE | $4,162 | $3,913+6.4% | $4,049+2.8% | $3,539+17.6% |
| Admin fee / account holder | $9 | $142-93.8% | $7,497-99.9% | $142-93.8% |