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) | $8,234 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $50,081 | $50,666-1.2% | $76,817-34.8% | $65,185-23.2% |
| Participation rate | 80.5% | 68.8%+11.7pp | 72.1%+8.4pp | 70.2%+10.3pp |
| Annual return | 18.37% | 28.51%-10.1pp | 1166.11%-1147.7pp | 29.38%-11.0pp |
| Employer contribution / active EE | $0 | $1,575-100.0% | $2,302-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,865 | $2,647-29.5% | $3,336-44.1% | $3,514-46.9% |
| Admin fee / account holder | $75 | $463-83.9% | $6,420-98.8% | $847-91.2% |