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 | $4,358 |
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 | $224,506 | $123,793+81.4% | $177,821+26.3% | $79,858+181.1% |
| Participation rate | 97.9% | 84.7%+13.3pp | 87.7%+10.2pp | 69.6%+28.3pp |
| Annual return | 24.89% | 22.82%+2.1pp | 48.32%-23.4pp | 31.71%-6.8pp |
| Employer contribution / active EE | $6,685 | $4,095+63.2% | $5,918+13.0% | $2,471+170.6% |
| Participant deferral / active EE | $13,809 | $5,956+131.8% | $7,714+79.0% | $3,740+269.2% |
| Admin fee / account holder | $29 | $7,243-99.6% | $12,427-99.8% | $5,306-99.4% |