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 | $9,235 |
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 | $57,433 | $55,449+3.6% | $83,848-31.5% | $56,287+2.0% |
| Participation rate | 96.6% | 68.0%+28.6pp | 76.1%+20.4pp | 69.9%+26.7pp |
| Annual return | -7.44% | -1.38%-6.1pp | 850.88%-858.3pp | -9.96%+2.5pp |
| Employer contribution / active EE | $3,397 | $2,430+39.8% | $3,631-6.4% | $2,111+60.9% |
| Participant deferral / active EE | $4,840 | $2,935+64.9% | $4,082+18.6% | $3,350+44.5% |
| Admin fee / account holder | $51 | $656-92.2% | $5,478-99.1% | $521-90.2% |