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 | $79,037 |
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 | $70,997 | $67,228+5.6% | $117,854-39.8% | $77,958-8.9% |
| Participation rate | 90.8% | 79.4%+11.4pp | 79.7%+11.1pp | 71.6%+19.1pp |
| Annual return | 37.71% | 19.13%+18.6pp | 335.08%-297.4pp | 20.87%+16.8pp |
| Employer contribution / active EE | $2,521 | $2,211+14.0% | $3,786-33.4% | $2,310+9.1% |
| Participant deferral / active EE | $5,494 | $3,653+50.4% | $4,482+22.6% | $3,537+55.3% |
| Admin fee / account holder | $44 | $76-42.0% | $8,020-99.5% | $97-54.8% |