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 | $6,591 |
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 | $56,634 | $58,726-3.6% | $92,233-38.6% | $62,292-9.1% |
| Participation rate | 85.7% | 68.3%+17.4pp | 76.5%+9.2pp | 69.5%+16.2pp |
| Annual return | 15.80% | 43.62%-27.8pp | 176.28%-160.5pp | 28.90%-13.1pp |
| Employer contribution / active EE | $2,442 | $2,392+2.1% | $3,679-33.6% | $2,042+19.6% |
| Participant deferral / active EE | $3,061 | $2,766+10.7% | $3,897-21.5% | $3,169-3.4% |
| Admin fee / account holder | $36 | $556-93.5% | $5,194-99.3% | $479-92.4% |