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 | $3,796 |
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 | $91,083 | $73,102+24.6% | $123,544-26.3% | $56,287+61.8% |
| Participation rate | 96.3% | 74.3%+22.0pp | 82.3%+14.0pp | 69.9%+26.5pp |
| Annual return | -5.99% | 3.01%-9.0pp | 119.20%-125.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $5,186 | $2,977+74.2% | $4,628+12.1% | $2,111+145.7% |
| Participant deferral / active EE | $6,489 | $5,423+19.7% | $6,426+1.0% | $3,350+93.7% |
| Admin fee / account holder | $28 | $554-95.0% | $9,284-99.7% | $521-94.7% |