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 | $75 |
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 | $156,483 | $58,694+166.6% | $142,863+9.5% | $85,850+82.3% |
| Participation rate | 80.6% | 58.5%+22.1pp | 71.9%+8.6pp | 69.3%+11.2pp |
| Annual return | 19.40% | 27.72%-8.3pp | 5637.54%-5618.1pp | 318.53%-299.1pp |
| Employer contribution / active EE | $641 | $1,423-55.0% | $4,144-84.5% | $2,565-75.0% |
| Participant deferral / active EE | $5,590 | $2,607+114.4% | $3,837+45.7% | $3,952+41.5% |
| Admin fee / account holder | $4 | $4,239-99.9% | $6,560-99.9% | $6,260-99.9% |