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 | $1,000 |
Service code 61 · EIN 11-3018002 | Finders' fees / placement fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $32,584 | $64,909-49.8% | $82,313-60.4% | $62,292-47.7% |
| Participation rate | 99.1% | 74.9%+24.2pp | 76.9%+22.2pp | 69.5%+29.6pp |
| Annual return | 12.03% | 21.18%-9.2pp | 25.88%-13.8pp | 28.90%-16.9pp |
| Employer contribution / active EE | $898 | $1,676-46.4% | $2,428-63.0% | $2,042-56.0% |
| Participant deferral / active EE | $2,768 | $3,103-10.8% | $3,706-25.3% | $3,169-12.6% |
| Admin fee / account holder | $6 | $440-98.7% | $5,608-99.9% | $479-98.8% |