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 | $12,011 |
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 | $18,909 | $52,293-63.8% | $178,490-89.4% | $73,409-74.2% |
| Participation rate | 87.9% | 65.3%+22.5pp | 81.9%+5.9pp | 72.2%+15.7pp |
| Annual return | 18.30% | 34.75%-16.4pp | 151.07%-132.8pp | 59.29%-41.0pp |
| Employer contribution / active EE | $975 | $1,735-43.8% | $5,011-80.5% | $2,234-56.4% |
| Participant deferral / active EE | $3,044 | $2,332+30.5% | $5,202-41.5% | $3,805-20.0% |
| Admin fee / account holder | $42 | $127-67.3% | $13,984-99.7% | $158-73.6% |