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 | $12,543 |
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 | $92,999 | $96,458-3.6% | $136,294-31.8% | $77,958+19.3% |
| Participation rate | 94.5% | 75.4%+19.2pp | 81.9%+12.6pp | 71.6%+22.9pp |
| Annual return | 22.20% | 23.78%-1.6pp | 5155.94%-5133.7pp | 20.87%+1.3pp |
| Employer contribution / active EE | $3,819 | $3,144+21.5% | $4,695-18.7% | $2,310+65.3% |
| Participant deferral / active EE | $10,615 | $5,902+79.8% | $6,247+69.9% | $3,537+200.2% |
| Admin fee / account holder | $11 | $80-86.0% | $9,243-99.9% | $97-88.5% |