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 | $21,725 |
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 | $74,377 | $67,228+10.6% | $117,854-36.9% | $77,958-4.6% |
| Participation rate | 75.1% | 79.4%-4.3pp | 79.7%-4.6pp | 71.6%+3.4pp |
| Annual return | 23.89% | 19.13%+4.8pp | 335.08%-311.2pp | 20.87%+3.0pp |
| Employer contribution / active EE | $2,481 | $2,211+12.2% | $3,786-34.5% | $2,310+7.4% |
| Participant deferral / active EE | $5,416 | $3,653+48.3% | $4,482+20.9% | $3,537+53.2% |
| Admin fee / account holder | $21 | $76-72.8% | $8,020-99.7% | $97-78.8% |