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 | $13,171 |
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 | $73,647 | $59,535+23.7% | $90,160-18.3% | $62,292+18.2% |
| Participation rate | 95.7% | 73.0%+22.6pp | 76.9%+18.8pp | 69.5%+26.2pp |
| Annual return | 19.53% | 23.53%-4.0pp | 34.88%-15.4pp | 28.90%-9.4pp |
| Employer contribution / active EE | $2,201 | $1,826+20.6% | $3,318-33.7% | $2,042+7.8% |
| Participant deferral / active EE | $7,428 | $4,639+60.1% | $5,288+40.5% | $3,169+134.4% |
| Admin fee / account holder | $76 | $337-77.5% | $5,943-98.7% | $479-84.2% |