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 | $825 |
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 | $112,162 | $73,102+53.4% | $123,544-9.2% | $56,287+99.3% |
| Participation rate | 90.0% | 74.3%+15.7pp | 82.3%+7.7pp | 69.9%+20.1pp |
| Annual return | -5.42% | 3.01%-8.4pp | 119.20%-124.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $4,175 | $2,977+40.2% | $4,628-9.8% | $2,111+97.8% |
| Participant deferral / active EE | $16,378 | $5,423+202.0% | $6,426+154.9% | $3,350+388.9% |
| Admin fee / account holder | $4 | $554-99.3% | $9,284-100.0% | $521-99.2% |