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 9-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 | $40,213 |
Service code 16 · EIN 45-5608425 | Consulting | $20,000 |
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 | $39,677 | $25,165+57.7% | $73,545-46.1% | $77,958-49.1% |
| Participation rate | 86.1% | 36.6%+49.5pp | 54.9%+31.2pp | 71.6%+14.5pp |
| Annual return | 19.18% | 18.12%+1.1pp | -15.16%+34.3pp | 20.87%-1.7pp |
| Employer contribution / active EE | $981 | $395+148.0% | $1,219-19.5% | $2,310-57.6% |
| Participant deferral / active EE | $3,015 | $898+235.8% | $1,806+66.9% | $3,537-14.7% |
| Admin fee / account holder | $51 | $76-32.4% | $2,320-97.8% | $97-47.4% |