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 | $40,036 |
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 | $91,627 | $111,608-17.9% | $177,821-48.5% | $73,409+24.8% |
| Participation rate | 94.4% | 87.9%+6.6pp | 87.7%+6.7pp | 72.2%+22.3pp |
| Annual return | 19.32% | 18.23%+1.1pp | 48.32%-29.0pp | 59.29%-40.0pp |
| Employer contribution / active EE | $4,969 | $3,796+30.9% | $5,918-16.0% | $2,234+122.5% |
| Participant deferral / active EE | $11,911 | $6,199+92.1% | $7,714+54.4% | $3,805+213.0% |
| Admin fee / account holder | $92 | $166-44.7% | $12,427-99.3% | $158-42.0% |