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 | $3,832 |
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 | $115,762 | $88,515+30.8% | $162,163-28.6% | $67,579+71.3% |
| Participation rate | 91.2% | 86.8%+4.4pp | 87.6%+3.6pp | 71.3%+19.9pp |
| Annual return | 49.30% | 27.04%+22.3pp | 115.59%-66.3pp | 378.56%-329.3pp |
| Employer contribution / active EE | $1,590 | $3,563-55.4% | $5,614-71.7% | $2,148-26.0% |
| Participant deferral / active EE | $14,273 | $5,724+149.4% | $7,298+95.6% | $3,539+303.3% |
| Admin fee / account holder | $6 | $124-94.9% | $10,843-99.9% | $142-95.6% |