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 | $1,550 |
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 | $71,933 | $65,376+10.0% | $87,100-17.4% | $65,185+10.4% |
| Participation rate | 99.1% | 75.3%+23.8pp | 76.9%+22.2pp | 70.2%+28.9pp |
| Annual return | 22.93% | 31.27%-8.3pp | 28.19%-5.3pp | 29.38%-6.5pp |
| Employer contribution / active EE | $2,375 | $1,822+30.3% | $2,521-5.8% | $2,177+9.1% |
| Participant deferral / active EE | $4,197 | $3,388+23.9% | $4,049+3.7% | $3,514+19.5% |
| Admin fee / account holder | $17 | $520-96.7% | $7,497-99.8% | $847-98.0% |