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 | $9,211 |
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 | $55,878 | $62,267-10.3% | $110,238-49.3% | $55,725+0.3% |
| Participation rate | 95.1% | 78.1%+17.0pp | 79.8%+15.3pp | 70.9%+24.3pp |
| Annual return | -4.29% | -1.07%-3.2pp | 314.74%-319.0pp | 244.93%-249.2pp |
| Employer contribution / active EE | $920 | $1,941-52.6% | $3,826-75.9% | $2,078-55.7% |
| Participant deferral / active EE | $5,104 | $3,516+45.2% | $4,672+9.2% | $3,356+52.1% |
| Admin fee / account holder | $10 | $121-91.9% | $8,547-99.9% | $115-91.5% |