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 7-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 | $26,540 |
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 | $73,872 | $88,515-16.5% | $162,163-54.4% | $67,579+9.3% |
| Participation rate | 95.7% | 86.8%+8.9pp | 87.6%+8.2pp | 71.3%+24.4pp |
| Annual return | 33.07% | 27.04%+6.0pp | 115.59%-82.5pp | 378.56%-345.5pp |
| Employer contribution / active EE | $4,694 | $3,563+31.7% | $5,614-16.4% | $2,148+118.6% |
| Participant deferral / active EE | $11,284 | $5,724+97.1% | $7,298+54.6% | $3,539+218.8% |
| Admin fee / account holder | $66 | $124-46.6% | $10,843-99.4% | $142-53.6% |