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 | $20,196 |
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 | $112,450 | $65,592+71.4% | $90,160+24.7% | $69,631+61.5% |
| Participation rate | 91.9% | 77.6%+14.2pp | 76.9%+15.0pp | 70.7%+21.2pp |
| Annual return | 19.38% | 57.10%-37.7pp | 34.88%-15.5pp | 27571.02%-27551.6pp |
| Employer contribution / active EE | $4,295 | $2,193+95.8% | $3,318+29.4% | $2,032+111.3% |
| Participant deferral / active EE | $8,593 | $5,257+63.5% | $5,288+62.5% | $3,224+166.6% |
| Admin fee / account holder | $68 | $86-20.9% | $5,943-98.9% | $110-38.6% |