Filed April 29, 2025
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 | $1,200 |
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 | $88,596 | $89,739-1.3% | $149,718-40.8% | $62,292+42.2% |
| Participation rate | 97.7% | 85.1%+12.6pp | 87.1%+10.6pp | 69.5%+28.1pp |
| Annual return | 19.91% | 21.01%-1.1pp | 1501.63%-1481.7pp | 28.90%-9.0pp |
| Employer contribution / active EE | $6,293 | $3,233+94.7% | $5,445+15.6% | $2,042+208.2% |
| Participant deferral / active EE | $10,009 | $4,797+108.6% | $6,569+52.4% | $3,169+215.8% |
| Admin fee / account holder | $7 | $551-98.7% | $11,283-99.9% | $479-98.5% |