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 7-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 | $14,011 |
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 | $70,547 | $113,995-38.1% | $127,761-44.8% | $77,787-9.3% |
| Participation rate | 84.6% | 85.7%-1.1pp | 79.0%+5.6pp | 73.2%+11.4pp |
| Annual return | 28.38% | 26.09%+2.3pp | 26.14%+2.2pp | 32.57%-4.2pp |
| Employer contribution / active EE | $4,366 | $6,012-27.4% | $4,574-4.6% | $2,504+74.3% |
| Participant deferral / active EE | $8,692 | $7,267+19.6% | $6,021+44.3% | $3,967+119.1% |
| Admin fee / account holder | $15 | $108-86.1% | $9,395-99.8% | $100-85.0% |