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 | $35,863 |
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 | $20,287 | $42,810-52.6% | $169,463-88.0% | $55,725-63.6% |
| Participation rate | 75.9% | 64.7%+11.2pp | 77.8%-1.9pp | 70.9%+5.1pp |
| Annual return | -5.43% | -3.61%-1.8pp | 1.83%-7.3pp | 244.93%-250.4pp |
| Employer contribution / active EE | $366 | $1,402-73.9% | $4,159-91.2% | $2,078-82.4% |
| Participant deferral / active EE | $2,493 | $3,141-20.6% | $5,277-52.8% | $3,356-25.7% |
| Admin fee / account holder | $35 | $106-67.1% | $9,109-99.6% | $115-69.6% |