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 | $6,644 |
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 | $69,779 | $88,122-20.8% | $141,162-50.6% | $67,579+3.3% |
| Participation rate | 90.8% | 76.5%+14.4pp | 82.5%+8.4pp | 71.3%+19.5pp |
| Annual return | 23.34% | 75.40%-52.1pp | 71.39%-48.0pp | 378.56%-355.2pp |
| Employer contribution / active EE | $1,940 | $3,224-39.8% | $4,735-59.0% | $2,148-9.7% |
| Participant deferral / active EE | $9,635 | $5,958+61.7% | $6,709+43.6% | $3,539+172.2% |
| Admin fee / account holder | $11 | $131-91.3% | $10,261-99.9% | $142-92.0% |