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 | $4,735 |
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 | $37,997 | $71,802-47.1% | $133,980-71.6% | $57,658-34.1% |
| Participation rate | 94.0% | 85.5%+8.5pp | 87.1%+7.0pp | 70.2%+23.8pp |
| Annual return | 18.74% | 13.51%+5.2pp | 29.30%-10.6pp | 5.13%+13.6pp |
| Employer contribution / active EE | $3,830 | $3,161+21.1% | $5,211-26.5% | $1,974+94.0% |
| Participant deferral / active EE | $6,806 | $4,606+47.8% | $6,282+8.3% | $3,061+122.4% |
| Admin fee / account holder | $11 | $88-87.7% | $9,324-99.9% | $95-88.6% |