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 | $7,344 |
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 | $74,560 | $45,566+63.6% | $64,105+16.3% | $59,632+25.0% |
| Participation rate | 95.8% | 60.2%+35.6pp | 68.2%+27.6pp | 68.7%+27.1pp |
| Annual return | -0.22% | 4.95%-5.2pp | 791.24%-791.5pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $2,324 | $934+148.8% | $1,820+27.7% | $2,203+5.5% |
| Participant deferral / active EE | $4,302 | $2,057+109.2% | $2,822+52.5% | $3,192+34.8% |
| Admin fee / account holder | $57 | $3,268-98.3% | $4,499-98.7% | $4,297-98.7% |