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 | $2,706 |
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 | $55,604 | $42,548+30.7% | $74,550-25.4% | $56,287-1.2% |
| Participation rate | 95.0% | 60.5%+34.5pp | 69.1%+25.9pp | 69.9%+25.1pp |
| Annual return | -6.32% | 12.40%-18.7pp | 32.53%-38.9pp | -9.96%+3.6pp |
| Employer contribution / active EE | $1,661 | $855+94.3% | $1,961-15.3% | $2,111-21.3% |
| Participant deferral / active EE | $4,499 | $2,277+97.6% | $3,108+44.7% | $3,350+34.3% |
| Admin fee / account holder | $47 | $467-89.9% | $5,060-99.1% | $521-91.0% |