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 | $28,430 |
Filed as: INSTITUTIONAL INVESTMENT CONSULTIN Service code 27 · EIN 81-0635433 | Advisory (Plan) | $12,000 |
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 | $54,681 | $99,957-45.3% | $149,696-63.5% | $73,488-25.6% |
| Participation rate | 96.2% | 75.7%+20.5pp | 82.5%+13.8pp | 70.7%+25.6pp |
| Annual return | 23.06% | 53.87%-30.8pp | 276.60%-253.5pp | 28.51%-5.5pp |
| Employer contribution / active EE | $2,224 | $3,191-30.3% | $4,644-52.1% | $2,270-2.0% |
| Participant deferral / active EE | $8,857 | $6,073+45.8% | $6,842+29.5% | $3,740+136.8% |
| Admin fee / account holder | $148 | $551-73.1% | $9,309-98.4% | $513-71.1% |