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 35-0145825 | Loan Processing | $69,246 |
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 | $79,940 | $54,590+46.4% | $81,930-2.4% | $73,488+8.8% |
| Participation rate | 94.4% | 68.3%+26.1pp | 72.0%+22.4pp | 70.7%+23.7pp |
| Annual return | 18.21% | 17.74%+0.5pp | 29.49%-11.3pp | 28.51%-10.3pp |
| Employer contribution / active EE | $5,886 | $1,636+259.8% | $4,310+36.6% | $2,270+159.3% |
| Participant deferral / active EE | $12,679 | $2,759+359.6% | $7,107+78.4% | $3,740+239.0% |
| Admin fee / account holder | $18 | $592-96.9% | $5,158-99.6% | $513-96.4% |