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 | $2,744 |
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 | $59,884 | $42,548+40.7% | $74,550-19.7% | $56,287+6.4% |
| Participation rate | 95.9% | 60.5%+35.4pp | 69.1%+26.7pp | 69.9%+26.0pp |
| Annual return | -5.37% | 12.40%-17.8pp | 32.53%-37.9pp | -9.96%+4.6pp |
| Employer contribution / active EE | $556 | $855-35.0% | $1,961-71.7% | $2,111-73.7% |
| Participant deferral / active EE | $3,464 | $2,277+52.1% | $3,108+11.4% | $3,350+3.4% |
| Admin fee / account holder | $21 | $467-95.4% | $5,060-99.6% | $521-95.9% |