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 | -$2,006 |
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 | $194,275 | $53,412+263.7% | $68,509+183.6% | $52,331+271.2% |
| Participation rate | 98.1% | 71.7%+26.5pp | 74.7%+23.4pp | 68.1%+30.0pp |
| Annual return | 0.78% | 3.42%-2.6pp | 8.27%-7.5pp | 4.54%-3.8pp |
| Employer contribution / active EE | $6,773 | $1,607+321.4% | $2,278+197.3% | $1,882+259.9% |
| Participant deferral / active EE | $7,071 | $2,688+163.1% | $3,382+109.1% | $3,022+134.0% |
| Admin fee / account holder | $20 | $461-95.7% | $5,275-99.6% | $592-96.6% |