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 | $7,167 |
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 | $107,012 | $83,477+28.2% | $125,175-14.5% | $72,985+46.6% |
| Participation rate | 94.7% | 73.3%+21.4pp | 79.8%+14.9pp | 69.5%+25.2pp |
| Annual return | 24.16% | 25.78%-1.6pp | 43.79%-19.6pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,369 | $2,345-41.6% | $3,865-64.6% | $2,440-43.9% |
| Participant deferral / active EE | $7,086 | $3,585+97.6% | $4,937+43.5% | $3,607+96.4% |
| Admin fee / account holder | $57 | $5,517-99.0% | $9,702-99.4% | $5,124-98.9% |