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 | $2,025 |
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 | $49,497 | $75,388-34.3% | $123,544-59.9% | $55,725-11.2% |
| Participation rate | 79.1% | 75.7%+3.4pp | 82.3%-3.2pp | 70.9%+8.2pp |
| Annual return | -4.73% | 4.48%-9.2pp | 119.20%-123.9pp | 244.93%-249.7pp |
| Employer contribution / active EE | $2,320 | $3,063-24.3% | $4,628-49.9% | $2,078+11.7% |
| Participant deferral / active EE | $7,769 | $5,651+37.5% | $6,426+20.9% | $3,356+131.5% |
| Admin fee / account holder | $3 | $120-97.5% | $9,284-100.0% | $115-97.4% |