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 | $17,649 |
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 | $66,774 | $46,297+44.2% | $71,671-6.8% | $62,292+7.2% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 16.08% | 22.32%-6.2pp | 20.65%-4.6pp | 28.90%-12.8pp |
| Employer contribution / active EE | $2,242 | $1,412+58.8% | $2,460-8.9% | $2,042+9.8% |
| Participant deferral / active EE | $4,733 | $2,235+111.8% | $3,438+37.7% | $3,169+49.4% |
| Admin fee / account holder | $132 | $461-71.3% | $5,558-97.6% | $479-72.4% |