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) | $6,517 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,025 |
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 | $43,496 | $50,385-13.7% | $75,670-42.5% | $62,292-30.2% |
| Participation rate | 84.1% | 67.7%+16.4pp | 72.3%+11.7pp | 69.5%+14.5pp |
| Annual return | 13.22% | 19.90%-6.7pp | 27.34%-14.1pp | 28.90%-15.7pp |
| Employer contribution / active EE | $0 | $1,537-100.0% | $2,352-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,747 | $2,445-28.5% | $3,142-44.4% | $3,169-44.9% |
| Admin fee / account holder | $63 | $384-83.5% | $5,800-98.9% | $479-86.8% |