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 9-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 | $6,810 |
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 | $69,079 | $51,466+34.2% | $78,778-12.3% | $62,292+10.9% |
| Participation rate | 95.7% | 59.8%+35.9pp | 69.2%+26.5pp | 69.5%+26.2pp |
| Annual return | 18.07% | 19.96%-1.9pp | 35.62%-17.6pp | 28.90%-10.8pp |
| Employer contribution / active EE | $1,399 | $827+69.1% | $1,986-29.5% | $2,042-31.5% |
| Participant deferral / active EE | $3,995 | $2,147+86.0% | $2,958+35.0% | $3,169+26.1% |
| Admin fee / account holder | $48 | $489-90.2% | $5,134-99.1% | $479-90.0% |