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 | $5,187 |
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 | $54,355 | $52,884+2.8% | $84,750-35.9% | $55,167-1.5% |
| Participation rate | 88.1% | 67.5%+20.5pp | 76.6%+11.5pp | 69.0%+19.1pp |
| Annual return | 8.14% | 18.03%-9.9pp | 22.78%-14.6pp | 169.23%-161.1pp |
| Employer contribution / active EE | $2,356 | $2,233+5.5% | $3,574-34.1% | $1,963+20.0% |
| Participant deferral / active EE | $2,475 | $2,644-6.4% | $3,712-33.3% | $3,054-19.0% |
| Admin fee / account holder | $63 | $581-89.1% | $5,332-98.8% | $504-87.4% |