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 | $9,909 |
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 | $14,963 | $62,928-76.2% | $172,739-91.3% | $67,579-77.9% |
| Participation rate | 95.3% | 64.5%+30.9pp | 82.6%+12.7pp | 71.3%+24.1pp |
| Annual return | 24.33% | 30.36%-6.0pp | 802.84%-778.5pp | 378.56%-354.2pp |
| Employer contribution / active EE | $882 | $1,636-46.1% | $5,143-82.9% | $2,148-59.0% |
| Participant deferral / active EE | $3,000 | $2,145+39.9% | $5,198-42.3% | $3,539-15.2% |
| Admin fee / account holder | $37 | $167-78.0% | $13,954-99.7% | $142-74.3% |