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 | $314 |
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 | $196,659 | $76,367+157.5% | $93,606+110.1% | $72,985+169.5% |
| Participation rate | 98.9% | 71.7%+27.2pp | 75.8%+23.1pp | 69.5%+29.4pp |
| Annual return | 0.00% | 25.82%-25.8pp | 32.76%-32.8pp | 81.00%-81.0pp |
| Employer contribution / active EE | $2,392 | $2,275+5.1% | $2,718-12.0% | $2,440-2.0% |
| Participant deferral / active EE | $11,583 | $3,538+227.4% | $4,069+184.7% | $3,607+221.1% |
| Admin fee / account holder | $2 | $6,838-100.0% | $7,888-100.0% | $5,124-100.0% |