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 | $9,300 |
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 | $49,416 | $63,905-22.7% | $74,183-33.4% | $57,658-14.3% |
| Participation rate | 73.4% | 79.8%-6.3pp | 76.6%-3.2pp | 70.2%+3.2pp |
| Annual return | 7.72% | 60.60%-52.9pp | 17.74%-10.0pp | 5.13%+2.6pp |
| Employer contribution / active EE | $1,057 | $1,840-42.6% | $2,370-55.4% | $1,974-46.5% |
| Participant deferral / active EE | $3,491 | $3,448+1.2% | $3,550-1.6% | $3,061+14.1% |
| Admin fee / account holder | $28 | $91-69.2% | $5,586-99.5% | $95-70.4% |