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 | $5,373 |
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 | $67,002 | $60,165+11.4% | $74,183-9.7% | $55,167+21.5% |
| Participation rate | 93.7% | 74.2%+19.5pp | 76.6%+17.0pp | 69.0%+24.7pp |
| Annual return | 6.90% | 10.00%-3.1pp | 17.74%-10.8pp | 169.23%-162.3pp |
| Employer contribution / active EE | $3,850 | $1,600+140.7% | $2,370+62.4% | $1,963+96.2% |
| Participant deferral / active EE | $2,504 | $2,973-15.8% | $3,550-29.5% | $3,054-18.0% |
| Admin fee / account holder | $44 | $419-89.6% | $5,586-99.2% | $504-91.3% |