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 | $3,475 |
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 | $23,325 | $54,320-57.1% | $67,652-65.5% | $52,331-55.4% |
| Participation rate | 89.1% | 73.6%+15.5pp | 75.7%+13.5pp | 68.1%+21.0pp |
| Annual return | -0.01% | 6.81%-6.8pp | 6625.04%-6625.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $396 | $1,544-74.3% | $2,266-82.5% | $1,882-78.9% |
| Participant deferral / active EE | $2,127 | $2,950-27.9% | $3,560-40.2% | $3,022-29.6% |
| Admin fee / account holder | $42 | $527-92.0% | $4,821-99.1% | $592-92.9% |