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 | $4,250 |
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 | $41,590 | $44,229-6.0% | $155,790-73.3% | $55,191-24.6% |
| Participation rate | 87.9% | 60.8%+27.1pp | 76.1%+11.8pp | 69.2%+18.7pp |
| Annual return | 2.49% | 0.37%+2.1pp | 71.54%-69.1pp | 10.78%-8.3pp |
| Employer contribution / active EE | $1,272 | $1,317-3.5% | $3,836-66.8% | $1,899-33.0% |
| Participant deferral / active EE | $3,519 | $2,851+23.4% | $4,797-26.6% | $3,046+15.5% |
| Admin fee / account holder | $15 | $86-82.5% | $7,478-99.8% | $91-83.4% |