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 | $8,670 |
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 | $52,145 | $47,448+9.9% | $94,993-45.1% | $62,292-16.3% |
| Participation rate | 80.4% | 66.5%+13.9pp | 73.9%+6.5pp | 69.5%+10.9pp |
| Annual return | 17.58% | 22.64%-5.1pp | 27.12%-9.5pp | 28.90%-11.3pp |
| Employer contribution / active EE | $572 | $1,300-56.0% | $2,603-78.0% | $2,042-72.0% |
| Participant deferral / active EE | $1,905 | $2,375-19.8% | $3,317-42.6% | $3,169-39.9% |
| Admin fee / account holder | $56 | $434-87.1% | $4,960-98.9% | $479-88.3% |