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 | $7,181 |
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 | $123,824 | $91,552+35.2% | $133,956-7.6% | $79,858+55.1% |
| Participation rate | 96.8% | 73.3%+23.5pp | 79.8%+17.0pp | 69.6%+27.2pp |
| Annual return | 18.09% | 61.85%-43.8pp | 45.09%-27.0pp | 31.71%-13.6pp |
| Employer contribution / active EE | $1,458 | $2,384-38.9% | $3,919-62.8% | $2,471-41.0% |
| Participant deferral / active EE | $7,817 | $3,733+109.4% | $5,048+54.9% | $3,740+109.0% |
| Admin fee / account holder | $57 | $6,321-99.1% | $8,927-99.4% | $5,306-98.9% |