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 35-0145825 | Loan Processing | $79,975 |
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 | $118,450 | $99,957+18.5% | $149,696-20.9% | $73,488+61.2% |
| Participation rate | 95.9% | 75.7%+20.2pp | 82.5%+13.5pp | 70.7%+25.3pp |
| Annual return | 17.07% | 53.87%-36.8pp | 276.60%-259.5pp | 28.51%-11.4pp |
| Employer contribution / active EE | $3,432 | $3,191+7.5% | $4,644-26.1% | $2,270+51.2% |
| Participant deferral / active EE | $10,315 | $6,073+69.9% | $6,842+50.8% | $3,740+175.8% |
| Admin fee / account holder | $4 | $551-99.3% | $9,309-100.0% | $513-99.3% |