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 | $2,951 |
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 | $66,029 | $80,005-17.5% | $140,016-52.8% | $55,725+18.5% |
| Participation rate | 78.2% | 87.0%-8.8pp | 87.5%-9.3pp | 70.9%+7.3pp |
| Annual return | -5.62% | 0.46%-6.1pp | 651.12%-656.7pp | 244.93%-250.6pp |
| Employer contribution / active EE | $2,488 | $3,403-26.9% | $5,606-55.6% | $2,078+19.7% |
| Participant deferral / active EE | $3,486 | $5,264-33.8% | $6,927-49.7% | $3,356+3.9% |
| Admin fee / account holder | $5 | $116-95.4% | $10,705-100.0% | $115-95.4% |