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 | $22,809 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $17,293 |
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 | $34,619 | $86,332-59.9% | $125,175-72.3% | $65,185-46.9% |
| Participation rate | 74.1% | 75.3%-1.2pp | 79.8%-5.7pp | 70.2%+3.9pp |
| Annual return | 36.54% | 27.43%+9.1pp | 43.79%-7.3pp | 29.38%+7.2pp |
| Employer contribution / active EE | $2,705 | $2,040+32.6% | $3,865-30.0% | $2,177+24.3% |
| Participant deferral / active EE | $4,976 | $3,537+40.7% | $4,937+0.8% | $3,514+41.6% |
| Admin fee / account holder | $253 | $609-58.5% | $9,702-97.4% | $847-70.2% |