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 8-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 | $2,121 |
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 | $75,606 | $89,652-15.7% | $141,162-46.4% | $65,185+16.0% |
| Participation rate | 89.0% | 74.7%+14.3pp | 82.5%+6.5pp | 70.2%+18.8pp |
| Annual return | 32.37% | 32.79%-0.4pp | 71.39%-39.0pp | 29.38%+3.0pp |
| Employer contribution / active EE | $4,724 | $3,065+54.1% | $4,735-0.2% | $2,177+117.0% |
| Participant deferral / active EE | $9,289 | $5,691+63.2% | $6,709+38.5% | $3,514+164.4% |
| Admin fee / account holder | $27 | $569-95.3% | $10,261-99.7% | $847-96.8% |