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 | $17,939 |
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 | $25,756 | $55,790-53.8% | $76,817-66.5% | $67,579-61.9% |
| Participation rate | 88.4% | 71.1%+17.3pp | 72.1%+16.3pp | 71.3%+17.1pp |
| Annual return | 22.16% | 64.45%-42.3pp | 1166.11%-1143.9pp | 378.56%-356.4pp |
| Employer contribution / active EE | $1,005 | $1,810-44.5% | $2,302-56.4% | $2,148-53.2% |
| Participant deferral / active EE | $2,746 | $2,875-4.5% | $3,336-17.7% | $3,539-22.4% |
| Admin fee / account holder | $44 | $159-72.6% | $6,420-99.3% | $142-69.4% |