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 | $750 |
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 | $83,725 | $98,982-15.4% | $162,163-48.4% | $65,185+28.4% |
| Participation rate | 99.4% | 85.8%+13.6pp | 87.6%+11.9pp | 70.2%+29.2pp |
| Annual return | 27.73% | 24.84%+2.9pp | 115.59%-87.9pp | 29.38%-1.7pp |
| Employer contribution / active EE | $3,748 | $3,467+8.1% | $5,614-33.2% | $2,177+72.2% |
| Participant deferral / active EE | $10,486 | $5,384+94.8% | $7,298+43.7% | $3,514+198.4% |
| Admin fee / account holder | $4 | $596-99.4% | $10,843-100.0% | $847-99.6% |