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 | $218,983 |
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 | $31,502 | $40,984-23.1% | $90,951-65.4% | $93,223-66.2% |
| Participation rate | 89.3% | 59.7%+29.6pp | 69.0%+20.3pp | 74.9%+14.4pp |
| Annual return | 16.96% | 17.56%-0.6pp | 134.60%-117.6pp | 19.29%-2.3pp |
| Employer contribution / active EE | $371 | $840-55.9% | $2,122-82.5% | $2,680-86.2% |
| Participant deferral / active EE | $3,720 | $1,856+100.5% | $3,373+10.3% | $4,563-18.5% |
| Admin fee / account holder | $19 | $75-74.4% | $5,959-99.7% | $79-75.7% |