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 | $2,838 |
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 | $74,231 | $51,466+44.2% | $78,778-5.8% | $62,292+19.2% |
| Participation rate | 75.0% | 59.8%+15.2pp | 69.2%+5.8pp | 69.5%+5.5pp |
| Annual return | 14.18% | 19.96%-5.8pp | 35.62%-21.4pp | 28.90%-14.7pp |
| Employer contribution / active EE | $514 | $827-37.9% | $1,986-74.1% | $2,042-74.9% |
| Participant deferral / active EE | $3,118 | $2,147+45.2% | $2,958+5.4% | $3,169-1.6% |
| Admin fee / account holder | $26 | $489-94.6% | $5,134-99.5% | $479-94.5% |