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 35-0145825 | Loan Processing | $21,718 |
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 | $23,056 | $62,928-63.4% | $172,739-86.7% | $67,579-65.9% |
| Participation rate | 76.2% | 64.5%+11.8pp | 82.6%-6.4pp | 71.3%+5.0pp |
| Annual return | 24.21% | 30.36%-6.1pp | 802.84%-778.6pp | 378.56%-354.3pp |
| Employer contribution / active EE | $1,019 | $1,636-37.7% | $5,143-80.2% | $2,148-52.6% |
| Participant deferral / active EE | $1,463 | $2,145-31.8% | $5,198-71.9% | $3,539-58.7% |
| Admin fee / account holder | $18 | $167-89.2% | $13,954-99.9% | $142-87.4% |