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 | $7,765 |
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 | $36,305 | $50,956-28.8% | $96,562-62.4% | $86,799-58.2% |
| Participation rate | 94.3% | 65.2%+29.1pp | 69.8%+24.5pp | 72.3%+22.0pp |
| Annual return | 17.30% | 21.27%-4.0pp | 37.78%-20.5pp | 97.91%-80.6pp |
| Employer contribution / active EE | $1,019 | $1,111-8.2% | $2,356-56.7% | $2,405-57.6% |
| Participant deferral / active EE | $3,200 | $2,954+8.3% | $3,849-16.9% | $4,131-22.5% |
| Admin fee / account holder | $24 | $166-85.2% | $6,181-99.6% | $170-85.6% |