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 | $962 |
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 | $196,140 | $63,861+207.1% | $104,607+87.5% | $79,858+145.6% |
| Participation rate | 93.3% | 64.9%+28.4pp | 74.1%+19.3pp | 69.6%+23.7pp |
| Annual return | 17.52% | 21.30%-3.8pp | 340.46%-322.9pp | 31.71%-14.2pp |
| Employer contribution / active EE | $2,167 | $1,588+36.5% | $2,681-19.1% | $2,471-12.3% |
| Participant deferral / active EE | $6,243 | $2,693+131.8% | $3,740+66.9% | $3,740+66.9% |
| Admin fee / account holder | $9 | $4,185-99.8% | $6,473-99.9% | $5,306-99.8% |