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 | $475 |
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 | $81,815 | $54,380+50.4% | $68,509+19.4% | $59,632+37.2% |
| Participation rate | 96.3% | 70.2%+26.1pp | 74.7%+21.6pp | 68.7%+27.6pp |
| Annual return | 1.35% | 2.83%-1.5pp | 8.27%-6.9pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $1,343 | $1,539-12.7% | $2,278-41.1% | $2,203-39.0% |
| Participant deferral / active EE | $31,978 | $2,643+1109.8% | $3,382+845.4% | $3,192+901.9% |
| Admin fee / account holder | $4 | $3,885-99.9% | $5,275-99.9% | $4,297-99.9% |