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 | -$42,488 |
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 | $134,257 | $100,801+33.2% | $149,696-10.3% | $73,409+82.9% |
| Participation rate | 90.3% | 77.7%+12.6pp | 82.5%+7.8pp | 72.2%+18.1pp |
| Annual return | 21.77% | 265.34%-243.6pp | 276.60%-254.8pp | 59.29%-37.5pp |
| Employer contribution / active EE | $3,113 | $3,312-6.0% | $4,644-33.0% | $2,234+39.3% |
| Participant deferral / active EE | $12,425 | $6,404+94.0% | $6,842+81.6% | $3,805+226.5% |
| Admin fee / account holder | -$38 | $181-121.1% | $9,309-100.4% | $158-124.1% |