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 | $2,869 |
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 | $119,070 | $78,419+51.8% | $133,956-11.1% | $73,409+62.2% |
| Participation rate | 92.2% | 78.6%+13.6pp | 79.8%+12.3pp | 72.2%+20.0pp |
| Annual return | 21.76% | 33.35%-11.6pp | 45.09%-23.3pp | 59.29%-37.5pp |
| Employer contribution / active EE | $3,972 | $2,044+94.4% | $3,919+1.4% | $2,234+77.8% |
| Participant deferral / active EE | $9,521 | $3,925+142.6% | $5,048+88.6% | $3,805+150.2% |
| Admin fee / account holder | $16 | $161-90.1% | $8,927-99.8% | $158-89.9% |