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 9-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 | $395 |
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 | $54,467 | $36,767+48.1% | $81,478-33.2% | $62,292-12.6% |
| Participation rate | 97.8% | 54.4%+43.3pp | 68.0%+29.8pp | 69.5%+28.3pp |
| Annual return | 21.03% | 173.80%-152.8pp | 38.78%-17.7pp | 28.90%-7.9pp |
| Employer contribution / active EE | $2,529 | $1,128+124.2% | $2,568-1.5% | $2,042+23.8% |
| Participant deferral / active EE | $4,081 | $2,111+93.3% | $3,537+15.4% | $3,169+28.8% |
| Admin fee / account holder | $3 | $797-99.7% | $4,561-99.9% | $479-99.4% |