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 5-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 | $23,114 |
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 | $125,579 | $99,957+25.6% | $149,696-16.1% | $73,488+70.9% |
| Participation rate | 84.4% | 75.7%+8.7pp | 82.5%+1.9pp | 70.7%+13.7pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.60%-276.6pp | 28.51%-28.5pp |
| Employer contribution / active EE | $4,327 | $3,191+35.6% | $4,644-6.8% | $2,270+90.6% |
| Participant deferral / active EE | $10,310 | $6,073+69.8% | $6,842+50.7% | $3,740+175.7% |
| Admin fee / account holder | $171 | $551-68.9% | $9,309-98.2% | $513-66.6% |