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 | $5,675 |
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 | $32,468 | $73,102-55.6% | $123,544-73.7% | $56,287-42.3% |
| Participation rate | 91.6% | 74.3%+17.3pp | 82.3%+9.3pp | 69.9%+21.8pp |
| Annual return | -1.68% | 3.01%-4.7pp | 119.20%-120.9pp | -9.96%+8.3pp |
| Employer contribution / active EE | $1,002 | $2,977-66.3% | $4,628-78.4% | $2,111-52.5% |
| Participant deferral / active EE | $6,797 | $5,423+25.3% | $6,426+5.8% | $3,350+102.9% |
| Admin fee / account holder | $24 | $554-95.7% | $9,284-99.7% | $521-95.4% |