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 | $588 |
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 | $43,672 | $75,183-41.9% | $123,892-64.7% | $55,167-20.8% |
| Participation rate | 71.9% | 72.8%-0.9pp | 81.4%-9.5pp | 69.0%+2.9pp |
| Annual return | 25.71% | 19.01%+6.7pp | 47.52%-21.8pp | 169.23%-143.5pp |
| Employer contribution / active EE | $699 | $2,823-75.2% | $4,617-84.9% | $1,963-64.4% |
| Participant deferral / active EE | $8,106 | $5,084+59.4% | $5,984+35.5% | $3,054+165.4% |
| Admin fee / account holder | $3 | $663-99.5% | $8,357-100.0% | $504-99.4% |