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 | $84,629 |
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 | $49,312 | $88,122-44.0% | $141,162-65.1% | $67,579-27.0% |
| Participation rate | 82.6% | 76.5%+6.2pp | 82.5%+0.1pp | 71.3%+11.3pp |
| Annual return | 25.46% | 75.40%-49.9pp | 71.39%-45.9pp | 378.56%-353.1pp |
| Employer contribution / active EE | $922 | $3,224-71.4% | $4,735-80.5% | $2,148-57.1% |
| Participant deferral / active EE | $5,310 | $5,958-10.9% | $6,709-20.9% | $3,539+50.0% |
| Admin fee / account holder | $129 | $131-1.4% | $10,261-98.7% | $142-9.3% |