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 | $5,644 |
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 | $128,879 | $89,652+43.8% | $141,162-8.7% | $65,185+97.7% |
| Participation rate | 95.5% | 74.7%+20.8pp | 82.5%+13.0pp | 70.2%+25.3pp |
| Annual return | 0.00% | 32.79%-32.8pp | 71.39%-71.4pp | 29.38%-29.4pp |
| Employer contribution / active EE | $1,240 | $3,065-59.5% | $4,735-73.8% | $2,177-43.0% |
| Participant deferral / active EE | $4,479 | $5,691-21.3% | $6,709-33.2% | $3,514+27.5% |
| Admin fee / account holder | $28 | $569-95.1% | $10,261-99.7% | $847-96.7% |