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 | $325 |
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 | $108,307 | $70,475+53.7% | $100,516+7.8% | $79,858+35.6% |
| Participation rate | 86.6% | 73.7%+12.9pp | 79.4%+7.2pp | 69.6%+17.0pp |
| Annual return | 15.87% | 21.90%-6.0pp | 30.89%-15.0pp | 31.71%-15.8pp |
| Employer contribution / active EE | $3,326 | $2,165+53.7% | $3,418-2.7% | $2,471+34.6% |
| Participant deferral / active EE | $11,198 | $5,181+116.1% | $6,270+78.6% | $3,740+199.4% |
| Admin fee / account holder | $3 | $4,478-99.9% | $8,081-100.0% | $5,306-99.9% |