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 |
|---|---|---|
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $7,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,170 |
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 | $122,964 | $79,519+54.6% | $95,952+28.2% | $73,409+67.5% |
| Participation rate | 92.4% | 81.2%+11.2pp | 77.1%+15.3pp | 72.2%+20.2pp |
| Annual return | 23.39% | 19.20%+4.2pp | 91.61%-68.2pp | 59.29%-35.9pp |
| Employer contribution / active EE | $7,924 | $2,048+287.0% | $2,541+211.9% | $2,234+254.8% |
| Participant deferral / active EE | $18,183 | $4,138+339.4% | $4,167+336.4% | $3,805+377.8% |
| Admin fee / account holder | $23 | $184-87.8% | $6,795-99.7% | $158-85.7% |