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 | $8,778 |
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 | $30,348 | $64,909-53.2% | $82,313-63.1% | $62,292-51.3% |
| Participation rate | 89.5% | 74.9%+14.7pp | 76.9%+12.6pp | 69.5%+20.0pp |
| Annual return | 14.93% | 21.18%-6.3pp | 25.88%-10.9pp | 28.90%-14.0pp |
| Employer contribution / active EE | $497 | $1,676-70.3% | $2,428-79.5% | $2,042-75.7% |
| Participant deferral / active EE | $2,624 | $3,103-15.4% | $3,706-29.2% | $3,169-17.2% |
| Admin fee / account holder | $35 | $440-92.0% | $5,608-99.4% | $479-92.7% |