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 | $7,963 |
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 | $74,076 | $53,901+37.4% | $134,143-44.8% | $73,488+0.8% |
| Participation rate | 88.0% | 62.8%+25.2pp | 72.2%+15.8pp | 70.7%+17.3pp |
| Annual return | 18.61% | 15.82%+2.8pp | 36.33%-17.7pp | 28.51%-9.9pp |
| Employer contribution / active EE | $1,187 | $1,458-18.6% | $3,704-67.9% | $2,270-47.7% |
| Participant deferral / active EE | $4,254 | $2,739+55.3% | $3,499+21.6% | $3,740+13.8% |
| Admin fee / account holder | $44 | $581-92.5% | $6,684-99.3% | $513-91.5% |