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 | -$34,225 |
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 | $215,589 | $54,320+296.9% | $67,652+218.7% | $52,331+312.0% |
| Participation rate | 97.3% | 73.6%+23.8pp | 75.7%+21.7pp | 68.1%+29.2pp |
| Annual return | -0.05% | 6.81%-6.9pp | 6625.04%-6625.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $6,924 | $1,544+348.5% | $2,266+205.6% | $1,882+268.0% |
| Participant deferral / active EE | $12,127 | $2,950+311.1% | $3,560+240.7% | $3,022+301.3% |
| Admin fee / account holder | -$123 | $527-123.4% | $4,821-102.6% | $592-120.8% |