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 | $3,053 |
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 | $45,901 | $48,313-5.0% | $73,307-37.4% | $52,331-12.3% |
| Participation rate | 90.7% | 68.6%+22.2pp | 74.9%+15.8pp | 68.1%+22.6pp |
| Annual return | 0.89% | 3.85%-3.0pp | 5.67%-4.8pp | 4.54%-3.7pp |
| Employer contribution / active EE | $425 | $1,661-74.4% | $3,237-86.9% | $1,882-77.4% |
| Participant deferral / active EE | $2,882 | $4,189-31.2% | $4,991-42.3% | $3,022-4.7% |
| Admin fee / account holder | $14 | $404-96.5% | $5,637-99.7% | $592-97.6% |