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 | $656 |
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 | $46,718 | $76,552-39.0% | $123,892-62.3% | $62,891-25.7% |
| Participation rate | 89.4% | 73.0%+16.4pp | 81.4%+8.0pp | 69.3%+20.1pp |
| Annual return | 7.03% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $968 | $2,883-66.4% | $4,617-79.0% | $2,281-57.6% |
| Participant deferral / active EE | $2,429 | $4,840-49.8% | $5,984-59.4% | $3,203-24.2% |
| Admin fee / account holder | $8 | $4,826-99.8% | $8,357-99.9% | $4,296-99.8% |