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 | $3,713 |
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 | $173,975 | $111,608+55.9% | $177,821-2.2% | $73,409+137.0% |
| Participation rate | 99.4% | 87.9%+11.6pp | 87.7%+11.7pp | 72.2%+27.3pp |
| Annual return | 19.02% | 18.23%+0.8pp | 48.32%-29.3pp | 59.29%-40.3pp |
| Employer contribution / active EE | $15,702 | $3,796+313.7% | $5,918+165.3% | $2,234+603.0% |
| Participant deferral / active EE | $17,297 | $6,199+179.0% | $7,714+124.2% | $3,805+354.5% |
| Admin fee / account holder | $8 | $166-95.3% | $12,427-99.9% | $158-95.1% |