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 | -$18,433 |
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 | $167,641 | $110,699+51.4% | $177,821-5.7% | $90,288+85.7% |
| Participation rate | 90.3% | 88.3%+2.0pp | 87.7%+2.6pp | 73.4%+16.9pp |
| Annual return | 20.75% | 22.79%-2.0pp | 48.32%-27.6pp | 53.97%-33.2pp |
| Employer contribution / active EE | $7,004 | $4,118+70.1% | $5,918+18.3% | $2,524+177.5% |
| Participant deferral / active EE | $17,654 | $6,731+162.3% | $7,714+128.9% | $4,232+317.1% |
| Admin fee / account holder | $4 | $90-95.6% | $12,427-100.0% | $114-96.5% |