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 | $875 |
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 | $82,007 | $75,388+8.8% | $123,544-33.6% | $55,725+47.2% |
| Participation rate | 70.4% | 75.7%-5.3pp | 82.3%-11.9pp | 70.9%-0.5pp |
| Annual return | -5.34% | 4.48%-9.8pp | 119.20%-124.5pp | 244.93%-250.3pp |
| Employer contribution / active EE | $3,057 | $3,063-0.2% | $4,628-33.9% | $2,078+47.1% |
| Participant deferral / active EE | $7,171 | $5,651+26.9% | $6,426+11.6% | $3,356+113.7% |
| Admin fee / account holder | $4 | $120-96.5% | $9,284-100.0% | $115-96.4% |