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 | $2,025 |
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 | $67,714 | $59,332+14.1% | $90,223-24.9% | $59,632+13.6% |
| Participation rate | 82.7% | 71.9%+10.8pp | 79.0%+3.6pp | 68.7%+14.0pp |
| Annual return | -1.91% | 3.25%-5.2pp | 1.31%-3.2pp | 2041.28%-2043.2pp |
| Employer contribution / active EE | $5,935 | $3,031+95.8% | $4,378+35.6% | $2,203+169.5% |
| Participant deferral / active EE | $9,301 | $4,369+112.9% | $5,792+60.6% | $3,192+191.4% |
| Admin fee / account holder | $21 | $5,032-99.6% | $7,406-99.7% | $4,297-99.5% |