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 | $5,031 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $103,075 | $69,362+48.6% | $101,248+1.8% | $73,488+40.3% |
| Participation rate | 76.4% | 68.4%+8.0pp | 75.8%+0.6pp | 70.7%+5.7pp |
| Annual return | 23.71% | 18.46%+5.2pp | 46.47%-22.8pp | 28.51%-4.8pp |
| Employer contribution / active EE | $2,664 | $2,628+1.4% | $3,660-27.2% | $2,270+17.4% |
| Participant deferral / active EE | $8,286 | $3,300+151.1% | $4,370+89.6% | $3,740+121.6% |
| Admin fee / account holder | $46 | $704-93.5% | $5,945-99.2% | $513-91.1% |