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 | $6,494 |
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 | $70,826 | $78,419-9.7% | $133,956-47.1% | $73,409-3.5% |
| Participation rate | 90.8% | 78.6%+12.2pp | 79.8%+10.9pp | 72.2%+18.6pp |
| Annual return | 21.26% | 33.35%-12.1pp | 45.09%-23.8pp | 59.29%-38.0pp |
| Employer contribution / active EE | $1,192 | $2,044-41.7% | $3,919-69.6% | $2,234-46.6% |
| Participant deferral / active EE | $2,975 | $3,925-24.2% | $5,048-41.1% | $3,805-21.8% |
| Admin fee / account holder | $15 | $161-90.7% | $8,927-99.8% | $158-90.5% |