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 | $115,159 |
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 | $52,691 | $46,100+14.3% | $86,590-39.1% | $69,631-24.3% |
| Participation rate | 97.2% | 67.2%+30.1pp | 73.5%+23.7pp | 70.7%+26.5pp |
| Annual return | 20.29% | 21.02%-0.7pp | 964.84%-944.6pp | 27571.02%-27550.7pp |
| Employer contribution / active EE | $1,013 | $1,850-45.2% | $2,839-64.3% | $2,032-50.1% |
| Participant deferral / active EE | $3,457 | $2,432+42.2% | $3,609-4.2% | $3,224+7.2% |
| Admin fee / account holder | $103 | $94+9.4% | $4,906-97.9% | $110-7.1% |