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 | $3,644 |
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 | $114,466 | $79,519+43.9% | $95,952+19.3% | $73,409+55.9% |
| Participation rate | 91.9% | 81.2%+10.7pp | 77.1%+14.8pp | 72.2%+19.7pp |
| Annual return | 20.53% | 19.20%+1.3pp | 91.61%-71.1pp | 59.29%-38.8pp |
| Employer contribution / active EE | $1,939 | $2,048-5.3% | $2,541-23.7% | $2,234-13.2% |
| Participant deferral / active EE | $5,053 | $4,138+22.1% | $4,167+21.3% | $3,805+32.8% |
| Admin fee / account holder | $9 | $184-95.0% | $6,795-99.9% | $158-94.2% |