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 | $2,265 |
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 | $76,041 | $81,537-6.7% | $149,718-49.2% | $69,631+9.2% |
| Participation rate | 80.2% | 86.1%-5.9pp | 87.1%-6.9pp | 70.7%+9.5pp |
| Annual return | 17.78% | 22.79%-5.0pp | 1501.63%-1483.8pp | 27571.02%-27553.2pp |
| Employer contribution / active EE | $2,641 | $3,239-18.5% | $5,445-51.5% | $2,032+30.0% |
| Participant deferral / active EE | $3,627 | $4,994-27.4% | $6,569-44.8% | $3,224+12.5% |
| Admin fee / account holder | $4 | $107-95.9% | $11,283-100.0% | $110-96.0% |