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 | $5,036 |
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 | $86,794 | $56,629+53.3% | $77,999+11.3% | $55,167+57.3% |
| Participation rate | 95.6% | 73.3%+22.3pp | 75.5%+20.0pp | 69.0%+26.6pp |
| Annual return | 7.47% | 2866.98%-2859.5pp | 425.96%-418.5pp | 169.23%-161.8pp |
| Employer contribution / active EE | $2,862 | $1,723+66.1% | $2,470+15.9% | $1,963+45.8% |
| Participant deferral / active EE | $4,561 | $2,777+64.3% | $3,497+30.4% | $3,054+49.4% |
| Admin fee / account holder | $47 | $467-89.9% | $5,480-99.1% | $504-90.6% |