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 | -$32,294 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $359,395 | $98,982+263.1% | $162,163+121.6% | $65,185+451.3% |
| Participation rate | 94.5% | 85.8%+8.7pp | 87.6%+6.9pp | 70.2%+24.3pp |
| Annual return | 26.21% | 24.84%+1.4pp | 115.59%-89.4pp | 29.38%-3.2pp |
| Employer contribution / active EE | $14,735 | $3,467+325.1% | $5,614+162.5% | $2,177+577.0% |
| Participant deferral / active EE | $17,152 | $5,384+218.6% | $7,298+135.0% | $3,514+388.1% |
| Admin fee / account holder | -$164 | $596-127.5% | $10,843-101.5% | $847-119.3% |