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 | $160 |
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 | $67,658 | $47,922+41.2% | $75,886-10.8% | $65,185+3.8% |
| Participation rate | 99.1% | 63.0%+36.1pp | 69.3%+29.8pp | 70.2%+28.9pp |
| Annual return | 21.97% | 24.12%-2.1pp | 30.76%-8.8pp | 29.38%-7.4pp |
| Employer contribution / active EE | $2,504 | $1,557+60.8% | $2,500+0.1% | $2,177+15.0% |
| Participant deferral / active EE | $5,498 | $2,550+115.6% | $3,603+52.6% | $3,514+56.5% |
| Admin fee / account holder | -$2 | $532-100.4% | $5,418-100.0% | $847-100.2% |