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 | $7,444 |
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 | $58,512 | $71,666-18.4% | $117,854-50.4% | $69,631-16.0% |
| Participation rate | 93.2% | 77.5%+15.6pp | 79.7%+13.5pp | 70.7%+22.5pp |
| Annual return | 19.39% | 18.86%+0.5pp | 335.08%-315.7pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $1,919 | $1,889+1.6% | $3,786-49.3% | $2,032-5.6% |
| Participant deferral / active EE | $2,706 | $3,340-19.0% | $4,482-39.6% | $3,224-16.0% |
| Admin fee / account holder | $21 | $120-82.4% | $8,020-99.7% | $110-80.9% |