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 | $1,044 |
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 | $104,163 | $54,320+91.8% | $67,652+54.0% | $52,331+99.0% |
| Participation rate | 89.0% | 73.6%+15.4pp | 75.7%+13.3pp | 68.1%+20.9pp |
| Annual return | 0.39% | 6.81%-6.4pp | 6625.04%-6624.6pp | 4.54%-4.2pp |
| Employer contribution / active EE | $2,207 | $1,544+43.0% | $2,266-2.6% | $1,882+17.3% |
| Participant deferral / active EE | $7,992 | $2,950+170.9% | $3,560+124.5% | $3,022+164.4% |
| Admin fee / account holder | $9 | $527-98.3% | $4,821-99.8% | $592-98.5% |