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 | $9,107 |
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 | $228,064 | $80,177+184.5% | $123,892+84.1% | $57,658+295.5% |
| Participation rate | 89.5% | 74.4%+15.0pp | 81.4%+8.1pp | 70.2%+19.2pp |
| Annual return | 108.91% | 17.90%+91.0pp | 47.52%+61.4pp | 5.13%+103.8pp |
| Employer contribution / active EE | $8,503 | $2,913+191.9% | $4,617+84.2% | $1,974+330.8% |
| Participant deferral / active EE | $10,776 | $5,130+110.0% | $5,984+80.1% | $3,061+252.1% |
| Admin fee / account holder | $5 | $106-95.6% | $8,357-99.9% | $95-95.1% |