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 | $1,894 |
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 | $89,993 | $59,535+51.2% | $90,160-0.2% | $62,292+44.5% |
| Participation rate | 93.9% | 73.0%+20.9pp | 76.9%+17.0pp | 69.5%+24.4pp |
| Annual return | 18.85% | 23.53%-4.7pp | 34.88%-16.0pp | 28.90%-10.0pp |
| Employer contribution / active EE | $2,005 | $1,826+9.8% | $3,318-39.6% | $2,042-1.8% |
| Participant deferral / active EE | $6,541 | $4,639+41.0% | $5,288+23.7% | $3,169+106.4% |
| Admin fee / account holder | $11 | $337-96.6% | $5,943-99.8% | $479-97.6% |