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 | -$15,704 |
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 | $90,583 | $53,925+68.0% | $75,670+19.7% | $69,631+30.1% |
| Participation rate | 93.7% | 71.2%+22.5pp | 72.3%+21.4pp | 70.7%+23.0pp |
| Annual return | 16.62% | 17.84%-1.2pp | 27.34%-10.7pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $651 | $1,802-63.9% | $2,352-72.3% | $2,032-68.0% |
| Participant deferral / active EE | $3,308 | $2,569+28.7% | $3,142+5.3% | $3,224+2.6% |
| Admin fee / account holder | -$26 | $97-126.7% | $5,800-100.4% | $110-123.5% |