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 | $1,075 |
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 | $21,401 | $31,679-32.4% | $74,701-71.4% | $65,185-67.2% |
| Participation rate | 96.6% | 40.4%+56.2pp | 54.5%+42.1pp | 70.2%+26.4pp |
| Annual return | 23.69% | 39.04%-15.3pp | 752.92%-729.2pp | 29.38%-5.7pp |
| Employer contribution / active EE | $148 | $566-73.9% | $1,084-86.3% | $2,177-93.2% |
| Participant deferral / active EE | $2,289 | $1,191+92.2% | $1,964+16.6% | $3,514-34.9% |
| Admin fee / account holder | $7 | $379-98.2% | $3,333-99.8% | $847-99.2% |