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 | $28,457 |
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 | $51,602 | $88,730-41.8% | $82,313-37.3% | $77,958-33.8% |
| Participation rate | 96.2% | 84.5%+11.6pp | 76.9%+19.3pp | 71.6%+24.5pp |
| Annual return | 21.27% | 20.88%+0.4pp | 25.88%-4.6pp | 20.87%+0.4pp |
| Employer contribution / active EE | $2,642 | $2,758-4.2% | $2,428+8.8% | $2,310+14.4% |
| Participant deferral / active EE | $6,659 | $4,634+43.7% | $3,706+79.7% | $3,537+88.3% |
| Admin fee / account holder | $14 | $74-80.5% | $5,608-99.7% | $97-85.2% |