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 27 · EIN 54-1170635 | Advisory (Plan) | $7,098 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,900 |
Employer contribution per participant 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 | $43,670 | $43,550+0.3% | $63,517-31.2% | $52,331-16.6% |
| Participation rate | 86.0% | 65.7%+20.3pp | 71.0%+15.0pp | 68.1%+17.9pp |
| Annual return | -0.78% | 2.03%-2.8pp | -70.30%+69.5pp | 4.54%-5.3pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,322-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,651 | $2,254-26.7% | $2,953-44.1% | $3,022-45.4% |
| Admin fee / account holder | $73 | $387-81.2% | $5,892-98.8% | $592-87.7% |