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 8-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 | $67,449 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $66,607 |
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 | $51,824 | $56,152-7.7% | $185,823-72.1% | $73,409-29.4% |
| Participation rate | 93.2% | 67.6%+25.6pp | 78.0%+15.1pp | 72.2%+21.0pp |
| Annual return | 15.74% | 17.59%-1.9pp | 35.95%-20.2pp | 59.29%-43.6pp |
| Employer contribution / active EE | $1,592 | $1,532+3.9% | $4,087-61.1% | $2,234-28.7% |
| Participant deferral / active EE | $4,498 | $3,659+22.9% | $5,632-20.1% | $3,805+18.2% |
| Admin fee / account holder | $221 | $132+67.3% | $9,500-97.7% | $158+39.9% |