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 10-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 | $6,028 |
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 | $60,077 | $56,629+6.1% | $77,999-23.0% | $55,167+8.9% |
| Participation rate | 99.1% | 73.3%+25.8pp | 75.5%+23.6pp | 69.0%+30.2pp |
| Annual return | 10.13% | 2866.98%-2856.9pp | 425.96%-415.8pp | 169.23%-159.1pp |
| Employer contribution / active EE | $2,008 | $1,723+16.6% | $2,470-18.7% | $1,963+2.3% |
| Participant deferral / active EE | $5,182 | $2,777+86.6% | $3,497+48.2% | $3,054+69.7% |
| Admin fee / account holder | $28 | $467-94.0% | $5,480-99.5% | $504-94.5% |