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 | $8,373 |
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 | $41,236 | $42,772-3.6% | $87,507-52.9% | $55,167-25.3% |
| Participation rate | 79.1% | 66.5%+12.6pp | 73.8%+5.2pp | 69.0%+10.1pp |
| Annual return | 7.73% | 21.20%-13.5pp | 12.21%-4.5pp | 169.23%-161.5pp |
| Employer contribution / active EE | $540 | $1,277-57.7% | $2,550-78.8% | $1,963-72.5% |
| Participant deferral / active EE | $1,801 | $2,342-23.1% | $3,149-42.8% | $3,054-41.0% |
| Admin fee / account holder | $51 | $461-88.9% | $4,221-98.8% | $504-89.8% |