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 37 · EIN 04-2647786 | Loan Processing | $36,941 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $22,000 |
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 | $94,515 | $54,590+73.1% | $81,930+15.4% | $73,488+28.6% |
| Participation rate | 98.3% | 68.3%+30.0pp | 72.0%+26.3pp | 70.7%+27.6pp |
| Annual return | 13.51% | 17.74%-4.2pp | 29.49%-16.0pp | 28.51%-15.0pp |
| Employer contribution / active EE | $1,328 | $1,636-18.8% | $4,310-69.2% | $2,270-41.5% |
| Participant deferral / active EE | $5,707 | $2,759+106.9% | $7,107-19.7% | $3,740+52.6% |
| Admin fee / account holder | $285 | $592-51.9% | $5,158-94.5% | $513-44.5% |