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 | $52,867 |
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 | $93,812 | $111,491-15.9% | $189,513-50.5% | $86,799+8.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 87.8%+12.2pp | 72.3%+27.7pp |
| Annual return | 26.64% | 83.50%-56.9pp | 555.15%-528.5pp | 97.91%-71.3pp |
| Employer contribution / active EE | $4,625 | $3,951+17.1% | $6,162-24.9% | $2,405+92.3% |
| Participant deferral / active EE | $11,335 | $6,437+76.1% | $8,221+37.9% | $4,131+174.4% |
| Admin fee / account holder | $88 | $189-53.4% | $12,045-99.3% | $170-48.1% |