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 | -$1,642 |
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 | $63,303 | $79,519-20.4% | $95,952-34.0% | $73,409-13.8% |
| Participation rate | 90.1% | 81.2%+8.9pp | 77.1%+13.0pp | 72.2%+17.9pp |
| Annual return | 14.22% | 19.20%-5.0pp | 91.61%-77.4pp | 59.29%-45.1pp |
| Employer contribution / active EE | $2,894 | $2,048+41.3% | $2,541+13.9% | $2,234+29.6% |
| Participant deferral / active EE | $4,890 | $4,138+18.2% | $4,167+17.4% | $3,805+28.5% |
| Admin fee / account holder | -$4 | $184-102.2% | $6,795-100.1% | $158-102.5% |