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 | $8,387 |
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 | $64,509 | $55,214+16.8% | $104,607-38.3% | $73,488-12.2% |
| Participation rate | 86.3% | 67.8%+18.5pp | 74.1%+12.2pp | 70.7%+15.6pp |
| Annual return | 16.08% | 24.79%-8.7pp | 340.46%-324.4pp | 28.51%-12.4pp |
| Employer contribution / active EE | $856 | $1,468-41.7% | $2,681-68.1% | $2,270-62.3% |
| Participant deferral / active EE | $2,857 | $2,925-2.3% | $3,740-23.6% | $3,740-23.6% |
| Admin fee / account holder | $66 | $424-84.4% | $6,473-99.0% | $513-87.1% |