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 | $3,010 |
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 | $68,023 | $58,083+17.1% | $80,019-15.0% | $56,287+20.9% |
| Participation rate | 83.4% | 73.6%+9.8pp | 75.8%+7.6pp | 69.9%+13.6pp |
| Annual return | -5.94% | 34.61%-40.6pp | 11.22%-17.2pp | -9.96%+4.0pp |
| Employer contribution / active EE | $1,886 | $1,932-2.4% | $2,468-23.6% | $2,111-10.7% |
| Participant deferral / active EE | $2,185 | $3,135-30.3% | $3,686-40.7% | $3,350-34.8% |
| Admin fee / account holder | $16 | $623-97.4% | $6,521-99.7% | $521-96.9% |