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 | $425 |
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 | $97,943 | $79,523+23.2% | $140,016-30.0% | $56,287+74.0% |
| Participation rate | 87.3% | 85.7%+1.6pp | 87.5%-0.2pp | 69.9%+17.4pp |
| Annual return | -3.08% | 2.39%-5.5pp | 651.12%-654.2pp | -9.96%+6.9pp |
| Employer contribution / active EE | $4,118 | $3,350+22.9% | $5,606-26.5% | $2,111+95.1% |
| Participant deferral / active EE | $13,540 | $5,129+164.0% | $6,927+95.5% | $3,350+304.2% |
| Admin fee / account holder | $2 | $614-99.7% | $10,705-100.0% | $521-99.6% |