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 | $352,558 |
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 | $64,070 | $68,092-5.9% | $73,307-12.6% | $59,188+8.2% |
| Participation rate | 95.9% | 78.1%+17.8pp | 74.9%+20.9pp | 69.4%+26.4pp |
| Annual return | -0.18% | 5.93%-6.1pp | 5.67%-5.9pp | 5.51%-5.7pp |
| Employer contribution / active EE | $2,631 | $2,018+30.4% | $3,237-18.7% | $2,098+25.4% |
| Participant deferral / active EE | $6,345 | $5,041+25.9% | $4,991+27.1% | $3,265+94.3% |
| Admin fee / account holder | $73 | $630-88.4% | $5,637-98.7% | $92-21.0% |