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 | -$2,624 |
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 | $62,686 | $73,404-14.6% | $87,100-28.0% | $67,579-7.2% |
| Participation rate | 98.0% | 80.9%+17.1pp | 76.9%+21.1pp | 71.3%+26.7pp |
| Annual return | 20.25% | 48.29%-28.0pp | 28.19%-7.9pp | 378.56%-358.3pp |
| Employer contribution / active EE | $1,157 | $2,014-42.6% | $2,521-54.1% | $2,148-46.1% |
| Participant deferral / active EE | $3,725 | $3,913-4.8% | $4,049-8.0% | $3,539+5.3% |
| Admin fee / account holder | -$5 | $142-103.3% | $7,497-100.1% | $142-103.3% |