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 | $5,034 |
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 | $129,888 | $80,354+61.6% | $133,980-3.1% | $63,975+103.0% |
| Participation rate | 84.4% | 87.5%-3.1pp | 87.1%-2.7pp | 71.1%+13.2pp |
| Annual return | 12.25% | 13.11%-0.9pp | 29.30%-17.0pp | 48.65%-36.4pp |
| Employer contribution / active EE | $5,584 | $3,503+59.4% | $5,211+7.2% | $2,182+156.0% |
| Participant deferral / active EE | $12,216 | $5,239+133.2% | $6,282+94.5% | $3,356+264.0% |
| Admin fee / account holder | $5 | $69-93.2% | $9,324-99.9% | $70-93.3% |