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 | $2,994 |
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 | $102,083 | $71,666+42.4% | $117,854-13.4% | $69,631+46.6% |
| Participation rate | 81.0% | 77.5%+3.5pp | 79.7%+1.3pp | 70.7%+10.3pp |
| Annual return | 18.71% | 18.86%-0.1pp | 335.08%-316.4pp | 27571.02%-27552.3pp |
| Employer contribution / active EE | $2,722 | $1,889+44.1% | $3,786-28.1% | $2,032+33.9% |
| Participant deferral / active EE | $6,854 | $3,340+105.2% | $4,482+52.9% | $3,224+112.6% |
| Admin fee / account holder | $9 | $120-92.3% | $8,020-99.9% | $110-91.6% |