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 | $3,150 |
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 | $40,596 | $59,535-31.8% | $90,160-55.0% | $62,292-34.8% |
| Participation rate | 71.7% | 73.0%-1.3pp | 76.9%-5.2pp | 69.5%+2.2pp |
| Annual return | 27.52% | 23.53%+4.0pp | 34.88%-7.4pp | 28.90%-1.4pp |
| Employer contribution / active EE | $2,218 | $1,826+21.5% | $3,318-33.2% | $2,042+8.6% |
| Participant deferral / active EE | $5,198 | $4,639+12.1% | $5,288-1.7% | $3,169+64.0% |
| Admin fee / account holder | $19 | $337-94.3% | $5,943-99.7% | $479-96.0% |