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 5-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 | $39,828 |
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 | $172,213 | $111,608+54.3% | $177,821-3.2% | $73,409+134.6% |
| Participation rate | 89.0% | 87.9%+1.1pp | 87.7%+1.2pp | 72.2%+16.8pp |
| Annual return | 22.81% | 18.23%+4.6pp | 48.32%-25.5pp | 59.29%-36.5pp |
| Employer contribution / active EE | $7,780 | $3,796+105.0% | $5,918+31.5% | $2,234+248.3% |
| Participant deferral / active EE | $22,579 | $6,199+264.2% | $7,714+192.7% | $3,805+493.3% |
| Admin fee / account holder | $100 | $166-39.7% | $12,427-99.2% | $158-36.8% |