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 | $21,479 |
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 | $68,685 | $98,217-30.1% | $105,722-35.0% | $63,975+7.4% |
| Participation rate | 92.6% | 81.9%+10.7pp | 78.9%+13.7pp | 71.1%+21.5pp |
| Annual return | 6.86% | 20.18%-13.3pp | 12.25%-5.4pp | 48.65%-41.8pp |
| Employer contribution / active EE | $7,593 | $4,802+58.1% | $4,079+86.1% | $2,182+248.0% |
| Participant deferral / active EE | $6,221 | $6,019+3.4% | $5,326+16.8% | $3,356+85.3% |
| Admin fee / account holder | $18 | $70-74.2% | $8,308-99.8% | $70-74.4% |