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 | $600 |
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 | $44,850 | $48,313-7.2% | $73,307-38.8% | $52,331-14.3% |
| Participation rate | 93.0% | 68.6%+24.4pp | 74.9%+18.1pp | 68.1%+24.9pp |
| Annual return | 6.95% | 3.85%+3.1pp | 5.67%+1.3pp | 4.54%+2.4pp |
| Employer contribution / active EE | $4,167 | $1,661+150.9% | $3,237+28.7% | $1,882+121.5% |
| Participant deferral / active EE | $8,082 | $4,189+92.9% | $4,991+61.9% | $3,022+167.4% |
| Admin fee / account holder | $3 | $404-99.3% | $5,637-100.0% | $592-99.6% |