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 | $825 |
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 | $146,171 | $136,307+7.2% | $177,821-17.8% | $73,488+98.9% |
| Participation rate | 98.5% | 86.1%+12.4pp | 87.7%+10.8pp | 70.7%+27.9pp |
| Annual return | 20.23% | 18.68%+1.6pp | 48.32%-28.1pp | 28.51%-8.3pp |
| Employer contribution / active EE | $6,653 | $3,712+79.2% | $5,918+12.4% | $2,270+193.1% |
| Participant deferral / active EE | $11,431 | $5,829+96.1% | $7,714+48.2% | $3,740+205.7% |
| Admin fee / account holder | $9 | $596-98.5% | $12,427-99.9% | $513-98.2% |