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 | $68,087 |
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 | $96,737 | $70,106+38.0% | $80,975+19.5% | $63,975+51.2% |
| Participation rate | 96.5% | 79.4%+17.1pp | 75.8%+20.7pp | 71.1%+25.4pp |
| Annual return | 10.05% | 13.93%-3.9pp | 17.10%-7.0pp | 48.65%-38.6pp |
| Employer contribution / active EE | $3,744 | $2,042+83.4% | $3,714+0.8% | $2,182+71.6% |
| Participant deferral / active EE | $13,973 | $5,245+166.4% | $5,696+145.3% | $3,356+316.3% |
| Admin fee / account holder | $23 | $57-58.9% | $5,516-99.6% | $70-66.7% |