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 | $2,798 |
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 | $70,931 | $88,515-19.9% | $162,163-56.3% | $67,579+5.0% |
| Participation rate | 79.0% | 86.8%-7.8pp | 87.6%-8.5pp | 71.3%+7.7pp |
| Annual return | 22.66% | 27.04%-4.4pp | 115.59%-92.9pp | 378.56%-355.9pp |
| Employer contribution / active EE | $2,663 | $3,563-25.3% | $5,614-52.6% | $2,148+24.0% |
| Participant deferral / active EE | $3,781 | $5,724-33.9% | $7,298-48.2% | $3,539+6.8% |
| Admin fee / account holder | $5 | $124-96.2% | $10,843-100.0% | $142-96.7% |