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 | $3,138 |
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 | $104,553 | $73,638+42.0% | $95,952+9.0% | $73,488+42.3% |
| Participation rate | 96.4% | 76.2%+20.2pp | 77.1%+19.3pp | 70.7%+25.7pp |
| Annual return | 17.33% | 16.78%+0.5pp | 91.61%-74.3pp | 28.51%-11.2pp |
| Employer contribution / active EE | $2,908 | $1,863+56.1% | $2,541+14.4% | $2,270+28.1% |
| Participant deferral / active EE | $9,102 | $3,617+151.6% | $4,167+118.4% | $3,740+143.4% |
| Admin fee / account holder | $16 | $482-96.7% | $6,795-99.8% | $513-96.9% |