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 10 · EIN 20-1260740 | Accounting | $7,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,681 |
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 | $75,044 | $63,346+18.5% | $92,233-18.6% | $70,131+7.0% |
| Participation rate | 98.6% | 68.7%+29.9pp | 76.5%+22.1pp | 69.5%+29.1pp |
| Annual return | 15.50% | 530.12%-514.6pp | 176.28%-160.8pp | 73.14%-57.6pp |
| Employer contribution / active EE | $784 | $2,471-68.3% | $3,679-78.7% | $2,342-66.5% |
| Participant deferral / active EE | $8,214 | $2,854+187.8% | $3,897+110.8% | $3,332+146.6% |
| Admin fee / account holder | $99 | $3,840-97.4% | $5,194-98.1% | $4,645-97.9% |