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 | $7,280 |
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 | $40,019 | $55,453-27.8% | $170,442-76.5% | $62,292-35.8% |
| Participation rate | 86.7% | 66.4%+20.3pp | 83.6%+3.1pp | 69.5%+17.2pp |
| Annual return | 25.00% | 21.38%+3.6pp | 205.93%-180.9pp | 28.90%-3.9pp |
| Employer contribution / active EE | $1,030 | $2,164-52.4% | $5,433-81.0% | $2,042-49.6% |
| Participant deferral / active EE | $3,960 | $2,303+72.0% | $4,939-19.8% | $3,169+25.0% |
| Admin fee / account holder | $26 | $455-94.4% | $13,880-99.8% | $479-94.7% |