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 | $5,723 |
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 | $81,348 | $69,362+17.3% | $101,248-19.7% | $73,488+10.7% |
| Participation rate | 79.8% | 68.4%+11.4pp | 75.8%+4.0pp | 70.7%+9.1pp |
| Annual return | 15.96% | 18.46%-2.5pp | 46.47%-30.5pp | 28.51%-12.6pp |
| Employer contribution / active EE | $1,898 | $2,628-27.8% | $3,660-48.1% | $2,270-16.4% |
| Participant deferral / active EE | $3,534 | $3,300+7.1% | $4,370-19.1% | $3,740-5.5% |
| Admin fee / account holder | $29 | $704-95.8% | $5,945-99.5% | $513-94.3% |