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 | $1,900 |
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 | $28,858 | $55,453-48.0% | $170,442-83.1% | $62,292-53.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.97% | 21.38%-2.4pp | 205.93%-187.0pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,032 | $2,164-52.3% | $5,433-81.0% | $2,042-49.5% |
| Participant deferral / active EE | $2,407 | $2,303+4.5% | $4,939-51.3% | $3,169-24.0% |
| Admin fee / account holder | $10 | $455-97.7% | $13,880-99.9% | $479-97.8% |