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 | -$79,006 |
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 | $109,839 | $88,122+24.6% | $141,162-22.2% | $67,579+62.5% |
| Participation rate | 85.9% | 76.5%+9.4pp | 82.5%+3.4pp | 71.3%+14.6pp |
| Annual return | 27.33% | 75.40%-48.1pp | 71.39%-44.1pp | 378.56%-351.2pp |
| Employer contribution / active EE | $2,943 | $3,224-8.7% | $4,735-37.8% | $2,148+37.0% |
| Participant deferral / active EE | $11,166 | $5,958+87.4% | $6,709+66.4% | $3,539+215.5% |
| Admin fee / account holder | -$72 | $131-155.2% | $10,261-100.7% | $142-150.8% |