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 | $5,930 |
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 | $120,499 | $75,284+60.1% | $91,001+32.4% | $69,631+73.1% |
| Participation rate | 91.1% | 80.4%+10.7pp | 75.6%+15.5pp | 70.7%+20.4pp |
| Annual return | 19.21% | 48.40%-29.2pp | 4.60%+14.6pp | 27571.02%-27551.8pp |
| Employer contribution / active EE | $3,083 | $2,473+24.7% | $2,456+25.5% | $2,032+51.7% |
| Participant deferral / active EE | $8,605 | $3,700+132.6% | $3,547+142.6% | $3,224+166.9% |
| Admin fee / account holder | $7 | $111-93.6% | $5,417-99.9% | $110-93.6% |