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 | $6,128 |
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 | $88,840 | $63,299+40.4% | $91,001-2.4% | $62,292+42.6% |
| Participation rate | 82.8% | 73.3%+9.5pp | 75.6%+7.2pp | 69.5%+13.3pp |
| Annual return | 17.54% | 20.99%-3.4pp | 4.60%+12.9pp | 28.90%-11.4pp |
| Employer contribution / active EE | $1,882 | $1,807+4.1% | $2,456-23.4% | $2,042-7.9% |
| Participant deferral / active EE | $2,203 | $2,943-25.1% | $3,547-37.9% | $3,169-30.5% |
| Admin fee / account holder | $37 | $468-92.1% | $5,417-99.3% | $479-92.3% |