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 | -$38,875 |
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 | $209,253 | $63,905+227.4% | $74,183+182.1% | $57,658+262.9% |
| Participation rate | 94.6% | 79.8%+14.8pp | 76.6%+17.9pp | 70.2%+24.3pp |
| Annual return | 8.15% | 60.60%-52.5pp | 17.74%-9.6pp | 5.13%+3.0pp |
| Employer contribution / active EE | $6,293 | $1,840+241.9% | $2,370+165.5% | $1,974+218.8% |
| Participant deferral / active EE | $11,344 | $3,448+229.0% | $3,550+219.6% | $3,061+270.7% |
| Admin fee / account holder | -$125 | $91-237.2% | $5,586-102.2% | $95-232.2% |