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 | $20,245 |
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 | $89,681 | $63,905+40.3% | $74,183+20.9% | $57,658+55.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.6%+23.4pp | 70.2%+29.8pp |
| Annual return | 9.76% | 60.60%-50.8pp | 17.74%-8.0pp | 5.13%+4.6pp |
| Employer contribution / active EE | $7,236 | $1,840+293.1% | $2,370+205.3% | $1,974+266.6% |
| Participant deferral / active EE | $8,772 | $3,448+154.4% | $3,550+147.1% | $3,061+186.6% |
| Admin fee / account holder | $30 | $91-67.3% | $5,586-99.5% | $95-68.5% |