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 | $9,499 |
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 | $52,307 | $53,925-3.0% | $75,670-30.9% | $69,631-24.9% |
| Participation rate | 92.4% | 71.2%+21.2pp | 72.3%+20.1pp | 70.7%+21.7pp |
| Annual return | 17.11% | 17.84%-0.7pp | 27.34%-10.2pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $2,613 | $1,802+45.0% | $2,352+11.1% | $2,032+28.6% |
| Participant deferral / active EE | $2,775 | $2,569+8.0% | $3,142-11.7% | $3,224-13.9% |
| Admin fee / account holder | $33 | $97-65.5% | $5,800-99.4% | $110-69.7% |