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 | $5,825 |
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 | $46,195 | $65,118-29.1% | $76,768-39.8% | $55,725-17.1% |
| Participation rate | 91.2% | 79.6%+11.6pp | 77.0%+14.2pp | 70.9%+20.3pp |
| Annual return | -5.15% | -1.27%-3.9pp | 2.43%-7.6pp | 244.93%-250.1pp |
| Employer contribution / active EE | $1,871 | $1,941-3.6% | $2,485-24.7% | $2,078-10.0% |
| Participant deferral / active EE | $4,071 | $3,688+10.4% | $3,852+5.7% | $3,356+21.3% |
| Admin fee / account holder | $14 | $116-87.7% | $6,675-99.8% | $115-87.6% |