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 | $36,846 |
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 | $52,168 | $88,324-40.9% | $115,037-54.7% | $55,191-5.5% |
| Participation rate | 93.4% | 72.5%+20.9pp | 81.4%+12.0pp | 69.2%+24.2pp |
| Annual return | -0.11% | 6.30%-6.4pp | 26.14%-26.2pp | 10.78%-10.9pp |
| Employer contribution / active EE | $1,610 | $2,805-42.6% | $4,608-65.1% | $1,899-15.2% |
| Participant deferral / active EE | $6,776 | $5,042+34.4% | $6,026+12.4% | $3,046+122.4% |
| Admin fee / account holder | $100 | $105-5.1% | $8,175-98.8% | $91+10.2% |