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 | -$118,573 |
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 | $92,004 | $75,388+22.0% | $123,544-25.5% | $55,725+65.1% |
| Participation rate | 84.8% | 75.7%+9.1pp | 82.3%+2.5pp | 70.9%+14.0pp |
| Annual return | -5.28% | 4.48%-9.8pp | 119.20%-124.5pp | 244.93%-250.2pp |
| Employer contribution / active EE | $3,408 | $3,063+11.2% | $4,628-26.4% | $2,078+64.0% |
| Participant deferral / active EE | $11,413 | $5,651+102.0% | $6,426+77.6% | $3,356+240.1% |
| Admin fee / account holder | -$118 | $120-198.9% | $9,284-101.3% | $115-202.8% |