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 | $5,433 |
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 | $67,751 | $85,135-20.4% | $98,907-31.5% | $73,409-7.7% |
| Participation rate | 92.7% | 81.1%+11.6pp | 76.0%+16.7pp | 72.2%+20.6pp |
| Annual return | 12.65% | 19.14%-6.5pp | 196.43%-183.8pp | 59.29%-46.6pp |
| Employer contribution / active EE | $1,453 | $2,721-46.6% | $2,689-46.0% | $2,234-35.0% |
| Participant deferral / active EE | $4,566 | $4,349+5.0% | $4,244+7.6% | $3,805+20.0% |
| Admin fee / account holder | $21 | $139-85.0% | $6,642-99.7% | $158-86.8% |