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 | $6,010 |
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 | $81,115 | $169,879-52.3% | $111,392-27.2% | - |
| Participation rate | 77.9% | 66.9%+11.0pp | 78.9%-0.9pp | - |
| Annual return | -3.58% | -4.47%+0.9pp | -2.06%-1.5pp | - |
| Employer contribution / active EE | $5,647 | $1,849+205.4% | $4,328+30.5% | - |
| Participant deferral / active EE | $7,410 | $3,082+140.4% | $5,567+33.1% | - |
| Admin fee / account holder | $17 | $30,762-99.9% | $12,266-99.9% | - |