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 | $41,436 |
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 | $40,901 | $86,338-52.6% | $91,989-55.5% | $77,787-47.4% |
| Participation rate | 81.2% | 82.9%-1.7pp | 78.6%+2.6pp | 73.2%+8.0pp |
| Annual return | 211.89% | 29.65%+182.2pp | 69.02%+142.9pp | 32.57%+179.3pp |
| Employer contribution / active EE | $2,126 | $2,988-28.8% | $3,452-38.4% | $2,504-15.1% |
| Participant deferral / active EE | $4,978 | $6,908-27.9% | $5,923-16.0% | $3,967+25.5% |
| Admin fee / account holder | $19 | $79-75.5% | $7,743-99.7% | $100-80.6% |