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 | $59,522 |
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 | $17,501 | $25,302-30.8% | $74,701-76.6% | $67,579-74.1% |
| Participation rate | 97.2% | 37.8%+59.4pp | 54.5%+42.8pp | 71.3%+25.9pp |
| Annual return | 25.37% | 10291.17%-10265.8pp | 752.92%-727.6pp | 378.56%-353.2pp |
| Employer contribution / active EE | $1,789 | $446+300.7% | $1,084+65.1% | $2,148-16.7% |
| Participant deferral / active EE | $1,813 | $954+90.1% | $1,964-7.6% | $3,539-48.8% |
| Admin fee / account holder | $88 | $108-17.8% | $3,333-97.3% | $142-37.8% |