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 | $2,405 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $80,912 | $77,813+4.0% | $123,544-34.5% | $64,186+26.1% |
| Participation rate | 87.4% | 74.7%+12.7pp | 82.3%+5.1pp | 69.6%+17.8pp |
| Annual return | -2.73% | 12.48%-15.2pp | 119.20%-121.9pp | 7.63%-10.4pp |
| Employer contribution / active EE | $2,210 | $3,014-26.7% | $4,628-52.3% | $2,381-7.2% |
| Participant deferral / active EE | $7,507 | $5,240+43.3% | $6,426+16.8% | $3,470+116.4% |
| Admin fee / account holder | $25 | $5,519-99.6% | $9,284-99.7% | $4,888-99.5% |