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 8-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 | $122,010 |
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 | $64,360 | $89,274-27.9% | $149,718-57.0% | $77,958-17.4% |
| Participation rate | 98.1% | 87.6%+10.5pp | 87.1%+11.0pp | 71.6%+26.4pp |
| Annual return | 23.21% | 20.36%+2.8pp | 1501.63%-1478.4pp | 20.87%+2.3pp |
| Employer contribution / active EE | $3,213 | $3,727-13.8% | $5,445-41.0% | $2,310+39.0% |
| Participant deferral / active EE | $9,803 | $5,382+82.1% | $6,569+49.2% | $3,537+177.2% |
| Admin fee / account holder | $80 | $240-66.6% | $11,283-99.3% | $97-17.7% |