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 7-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 | $2,744 |
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 | $93,871 | $80,005+17.3% | $140,016-33.0% | $55,725+68.5% |
| Participation rate | 99.5% | 87.0%+12.5pp | 87.5%+12.0pp | 70.9%+28.6pp |
| Annual return | -3.63% | 0.46%-4.1pp | 651.12%-654.8pp | 244.93%-248.6pp |
| Employer contribution / active EE | $17,118 | $3,403+403.1% | $5,606+205.4% | $2,078+723.7% |
| Participant deferral / active EE | $13,383 | $5,264+154.2% | $6,927+93.2% | $3,356+298.8% |
| Admin fee / account holder | $6 | $116-94.7% | $10,705-99.9% | $115-94.7% |