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 | $9,885 |
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 | $42,506 | $50,106-15.2% | $70,014-39.3% | $57,658-26.3% |
| Participation rate | 96.7% | 70.9%+25.8pp | 71.8%+24.9pp | 70.2%+26.5pp |
| Annual return | 6.17% | 14.58%-8.4pp | 12.99%-6.8pp | 5.13%+1.0pp |
| Employer contribution / active EE | $2,662 | $1,739+53.0% | $2,338+13.8% | $1,974+34.9% |
| Participant deferral / active EE | $2,570 | $2,486+3.4% | $2,931-12.3% | $3,061-16.0% |
| Admin fee / account holder | $28 | $89-68.9% | $4,380-99.4% | $95-70.6% |