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 | $8,311 |
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 | $68,644 | $75,284-8.8% | $91,001-24.6% | $69,631-1.4% |
| Participation rate | 99.2% | 80.4%+18.8pp | 75.6%+23.6pp | 70.7%+28.5pp |
| Annual return | 19.72% | 48.40%-28.7pp | 4.60%+15.1pp | 27571.02%-27551.3pp |
| Employer contribution / active EE | $2,484 | $2,473+0.5% | $2,456+1.2% | $2,032+22.2% |
| Participant deferral / active EE | $5,486 | $3,700+48.3% | $3,547+54.6% | $3,224+70.2% |
| Admin fee / account holder | $36 | $111-67.7% | $5,417-99.3% | $110-67.6% |