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 | $4,900 |
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 | $196,024 | $52,639+272.4% | $185,117+5.9% | $62,292+214.7% |
| Participation rate | 99.2% | 63.9%+35.4pp | 77.3%+22.0pp | 69.5%+29.7pp |
| Annual return | 18.43% | 19.57%-1.1pp | 40.50%-22.1pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,991 | $1,483+34.3% | $4,182-52.4% | $2,042-2.5% |
| Participant deferral / active EE | $8,135 | $3,097+162.7% | $5,045+61.2% | $3,169+156.7% |
| Admin fee / account holder | $40 | $374-89.3% | $8,159-99.5% | $479-91.7% |