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 | $6,844 |
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 | $27,744 | $43,550-36.3% | $63,517-56.3% | $52,331-47.0% |
| Participation rate | 85.8% | 65.7%+20.2pp | 71.0%+14.8pp | 68.1%+17.7pp |
| Annual return | 1.29% | 2.03%-0.7pp | -70.30%+71.6pp | 4.54%-3.2pp |
| Employer contribution / active EE | $394 | $1,351-70.9% | $2,322-83.0% | $1,882-79.1% |
| Participant deferral / active EE | $1,678 | $2,254-25.6% | $2,953-43.2% | $3,022-44.5% |
| Admin fee / account holder | $36 | $387-90.7% | $5,892-99.4% | $592-93.9% |