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 16 · EIN 04-2694095 | Consulting | $8,750 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$29,075 |
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 | $121,276 | $48,471+150.2% | $182,532-33.6% | $67,579+79.5% |
| Participation rate | 94.6% | 67.2%+27.4pp | 78.0%+16.6pp | 71.3%+23.3pp |
| Annual return | 24.99% | 31.08%-6.1pp | 148.54%-123.5pp | 378.56%-353.6pp |
| Employer contribution / active EE | $2,447 | $1,461+67.5% | $4,076-40.0% | $2,148+13.9% |
| Participant deferral / active EE | $7,351 | $3,324+121.1% | $5,524+33.1% | $3,539+107.7% |
| Admin fee / account holder | -$40 | $151-126.3% | $8,592-100.5% | $142-127.9% |