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 7-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 | $4,141 |
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 | $51,814 | $65,223-20.6% | $80,019-35.2% | $55,725-7.0% |
| Participation rate | 89.1% | 80.6%+8.5pp | 75.8%+13.2pp | 70.9%+18.2pp |
| Annual return | 0.00% | 7.59%-7.6pp | 11.22%-11.2pp | 244.93%-244.9pp |
| Employer contribution / active EE | $733 | $2,544-71.2% | $2,468-70.3% | $2,078-64.7% |
| Participant deferral / active EE | $3,538 | $3,881-8.8% | $3,686-4.0% | $3,356+5.4% |
| Admin fee / account holder | $12 | $114-89.9% | $6,521-99.8% | $115-90.0% |