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 | $5,520 |
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 | $188,127 | $48,576+287.3% | $169,463+11.0% | $56,287+234.2% |
| Participation rate | 98.5% | 65.8%+32.7pp | 77.8%+20.7pp | 69.9%+28.6pp |
| Annual return | -4.16% | -2.51%-1.6pp | 1.83%-6.0pp | -9.96%+5.8pp |
| Employer contribution / active EE | $2,034 | $1,559+30.5% | $4,159-51.1% | $2,111-3.6% |
| Participant deferral / active EE | $8,241 | $3,275+151.6% | $5,277+56.2% | $3,350+146.0% |
| Admin fee / account holder | $22 | $435-94.8% | $9,109-99.8% | $521-95.7% |