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 | $17,800 |
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 | $43,811 | $22,714+92.9% | $59,496-26.4% | $55,191-20.6% |
| Participation rate | 82.6% | 37.5%+45.1pp | 54.6%+28.0pp | 69.2%+13.4pp |
| Annual return | 1.42% | -44.01%+45.4pp | 182.05%-180.6pp | 10.78%-9.4pp |
| Employer contribution / active EE | $2,286 | $418+447.2% | $1,153+98.3% | $1,899+20.4% |
| Participant deferral / active EE | $3,520 | $843+317.4% | $1,829+92.4% | $3,046+15.6% |
| Admin fee / account holder | $28 | $83-66.2% | $2,232-98.7% | $91-69.0% |