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 | $3,269 |
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 | $138,679 | $111,608+24.3% | $177,821-22.0% | $73,409+88.9% |
| Participation rate | 93.3% | 87.9%+5.5pp | 87.7%+5.6pp | 72.2%+21.1pp |
| Annual return | 24.51% | 18.23%+6.3pp | 48.32%-23.8pp | 59.29%-34.8pp |
| Employer contribution / active EE | $4,329 | $3,796+14.1% | $5,918-26.8% | $2,234+93.8% |
| Participant deferral / active EE | $15,532 | $6,199+150.5% | $7,714+101.3% | $3,805+308.1% |
| Admin fee / account holder | $5 | $166-97.0% | $12,427-100.0% | $158-96.8% |