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 | -$21,223 |
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 | $106,554 | $55,790+91.0% | $76,817+38.7% | $67,579+57.7% |
| Participation rate | 93.5% | 71.1%+22.4pp | 72.1%+21.4pp | 71.3%+22.2pp |
| Annual return | 22.92% | 64.45%-41.5pp | 1166.11%-1143.2pp | 378.56%-355.6pp |
| Employer contribution / active EE | $1,693 | $1,810-6.5% | $2,302-26.5% | $2,148-21.2% |
| Participant deferral / active EE | $4,099 | $2,875+42.6% | $3,336+22.9% | $3,539+15.8% |
| Admin fee / account holder | -$38 | $159-124.0% | $6,420-100.6% | $142-126.9% |