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 | $4,525 |
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 | $74,930 | $71,666+4.6% | $117,854-36.4% | $69,631+7.6% |
| Participation rate | 92.1% | 77.5%+14.6pp | 79.7%+12.5pp | 70.7%+21.4pp |
| Annual return | 15.81% | 18.86%-3.0pp | 335.08%-319.3pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $1,847 | $1,889-2.2% | $3,786-51.2% | $2,032-9.1% |
| Participant deferral / active EE | $4,963 | $3,340+48.6% | $4,482+10.7% | $3,224+54.0% |
| Admin fee / account holder | $22 | $120-81.3% | $8,020-99.7% | $110-79.7% |