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 | $11,110 |
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 | $62,216 | $69,159-10.0% | $125,175-50.3% | $67,579-7.9% |
| Participation rate | 88.7% | 78.2%+10.5pp | 79.8%+9.0pp | 71.3%+17.5pp |
| Annual return | 32.77% | 27.12%+5.7pp | 43.79%-11.0pp | 378.56%-345.8pp |
| Employer contribution / active EE | $1,070 | $2,023-47.1% | $3,865-72.3% | $2,148-50.2% |
| Participant deferral / active EE | $2,750 | $3,700-25.7% | $4,937-44.3% | $3,539-22.3% |
| Admin fee / account holder | $13 | $142-90.5% | $9,702-99.9% | $142-90.6% |