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 | $2,225 |
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 | $143,227 | $58,523+144.7% | $99,443+44.0% | $72,985+96.2% |
| Participation rate | 91.8% | 64.6%+27.1pp | 73.8%+17.9pp | 69.5%+22.3pp |
| Annual return | 23.92% | 28.51%-4.6pp | 30.72%-6.8pp | 81.00%-57.1pp |
| Employer contribution / active EE | $3,143 | $1,512+107.9% | $2,540+23.8% | $2,440+28.8% |
| Participant deferral / active EE | $5,288 | $2,606+102.9% | $3,619+46.1% | $3,607+46.6% |
| Admin fee / account holder | $17 | $4,102-99.6% | $6,250-99.7% | $5,124-99.7% |