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 | $1,175 |
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 | $68,942 | $63,114+9.2% | $92,893-25.8% | $65,185+5.8% |
| Participation rate | 81.8% | 68.8%+13.0pp | 76.0%+5.8pp | 70.2%+11.6pp |
| Annual return | 27.77% | 28.75%-1.0pp | 109.41%-81.6pp | 29.38%-1.6pp |
| Employer contribution / active EE | $3,916 | $2,571+52.3% | $3,653+7.2% | $2,177+79.9% |
| Participant deferral / active EE | $5,010 | $3,108+61.2% | $4,236+18.3% | $3,514+42.6% |
| Admin fee / account holder | $7 | $624-98.8% | $5,794-99.9% | $847-99.1% |