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 | $292,206 |
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 | $25,293 | $100,179-74.8% | $84,015-69.9% | $89,569-71.8% |
| Participation rate | 88.8% | 54.1%+34.7pp | 69.0%+19.8pp | 69.6%+19.2pp |
| Annual return | 24.86% | 22.50%+2.4pp | 71.31%-46.4pp | 34.56%-9.7pp |
| Employer contribution / active EE | $313 | $816-61.6% | $1,983-84.2% | $2,584-87.9% |
| Participant deferral / active EE | $3,348 | $1,459+129.4% | $3,239+3.4% | $4,220-20.7% |
| Admin fee / account holder | $23 | $72-68.5% | $6,101-99.6% | $72-68.3% |