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 16 · EIN 45-5608425 | Consulting | $25,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,519 |
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 | $38,210 | $23,224+64.5% | $71,086-46.2% | $55,725-31.4% |
| Participation rate | 88.7% | 37.9%+50.8pp | 54.7%+34.0pp | 70.9%+17.8pp |
| Annual return | -6.54% | -2.87%-3.7pp | 650.59%-657.1pp | 244.93%-251.5pp |
| Employer contribution / active EE | $1,089 | $436+149.7% | $1,088+0.2% | $2,078-47.6% |
| Participant deferral / active EE | $3,320 | $929+257.3% | $1,874+77.1% | $3,356-1.1% |
| Admin fee / account holder | $56 | $118-52.1% | $3,082-98.2% | $115-51.0% |