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 9-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 | $1,444 |
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 | $83,132 | $81,474+2.0% | $133,956-37.9% | $73,488+13.1% |
| Participation rate | 75.8% | 76.4%-0.6pp | 79.8%-4.1pp | 70.7%+5.1pp |
| Annual return | 15.19% | 19.40%-4.2pp | 45.09%-29.9pp | 28.51%-13.3pp |
| Employer contribution / active EE | $599 | $2,209-72.9% | $3,919-84.7% | $2,270-73.6% |
| Participant deferral / active EE | $3,928 | $3,786+3.7% | $5,048-22.2% | $3,740+5.0% |
| Admin fee / account holder | $11 | $713-98.5% | $8,927-99.9% | $513-97.9% |