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 | -$187 |
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 | $52,907 | $40,522+30.6% | $84,611-37.5% | $67,579-21.7% |
| Participation rate | 99.0% | 51.1%+47.9pp | 68.2%+30.7pp | 71.3%+27.7pp |
| Annual return | 24.65% | 32.72%-8.1pp | 258.74%-234.1pp | 378.56%-353.9pp |
| Employer contribution / active EE | $2,822 | $1,146+146.2% | $2,652+6.4% | $2,148+31.4% |
| Participant deferral / active EE | $4,439 | $2,132+108.2% | $3,899+13.9% | $3,539+25.4% |
| Admin fee / account holder | $11 | $145-92.3% | $4,912-99.8% | $142-92.1% |