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 | $46,978 |
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 | $60,409 | $70,908-14.8% | $98,907-38.9% | $73,488-17.8% |
| Participation rate | 93.8% | 73.8%+20.0pp | 76.0%+17.8pp | 70.7%+23.1pp |
| Annual return | 19.63% | 34.17%-14.5pp | 196.43%-176.8pp | 28.51%-8.9pp |
| Employer contribution / active EE | $2,627 | $2,036+29.0% | $2,689-2.3% | $2,270+15.7% |
| Participant deferral / active EE | $4,309 | $3,500+23.1% | $4,244+1.5% | $3,740+15.2% |
| Admin fee / account holder | $155 | $535-71.0% | $6,642-97.7% | $513-69.8% |