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 | $21,676 |
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 | $46,858 | $65,223-28.2% | $80,019-41.4% | $55,725-15.9% |
| Participation rate | 94.1% | 80.6%+13.5pp | 75.8%+18.2pp | 70.9%+23.2pp |
| Annual return | 8.01% | 7.59%+0.4pp | 11.22%-3.2pp | 244.93%-236.9pp |
| Employer contribution / active EE | $1,068 | $2,544-58.0% | $2,468-56.7% | $2,078-48.6% |
| Participant deferral / active EE | $3,010 | $3,881-22.4% | $3,686-18.3% | $3,356-10.3% |
| Admin fee / account holder | $94 | $114-17.8% | $6,521-98.6% | $115-18.5% |