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 | $28,306 |
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 | $104,800 | $66,310+58.0% | $93,606+12.0% | $65,185+60.8% |
| Participation rate | 99.0% | 74.0%+25.0pp | 75.8%+23.1pp | 70.2%+28.8pp |
| Annual return | 22.44% | 42.58%-20.1pp | 32.76%-10.3pp | 29.38%-6.9pp |
| Employer contribution / active EE | $4,016 | $2,012+99.6% | $2,718+47.7% | $2,177+84.5% |
| Participant deferral / active EE | $6,047 | $3,342+80.9% | $4,069+48.6% | $3,514+72.1% |
| Admin fee / account holder | $123 | $6,897-98.2% | $7,888-98.4% | $847-85.4% |