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 | $143,689 |
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 | $79,422 | $47,456+67.4% | $172,739-54.0% | $77,787+2.1% |
| Participation rate | 81.8% | 66.3%+15.5pp | 82.6%-0.9pp | 73.2%+8.6pp |
| Annual return | 21.94% | 35.57%-13.6pp | 802.84%-780.9pp | 32.57%-10.6pp |
| Employer contribution / active EE | $2,715 | $1,574+72.5% | $5,143-47.2% | $2,504+8.4% |
| Participant deferral / active EE | $5,876 | $2,560+129.6% | $5,198+13.0% | $3,967+48.1% |
| Admin fee / account holder | $30 | $81-63.5% | $13,954-99.8% | $100-70.5% |