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 35-2552359 | Advisory (Plan) | $30,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,612 |
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 | $90,985 | $100,801-9.7% | $149,696-39.2% | $73,409+23.9% |
| Participation rate | 92.5% | 77.7%+14.8pp | 82.5%+10.0pp | 72.2%+20.3pp |
| Annual return | 18.05% | 265.34%-247.3pp | 276.60%-258.5pp | 59.29%-41.2pp |
| Employer contribution / active EE | $1,833 | $3,312-44.7% | $4,644-60.5% | $2,234-18.0% |
| Participant deferral / active EE | $7,451 | $6,404+16.4% | $6,842+8.9% | $3,805+95.8% |
| Admin fee / account holder | $118 | $181-34.9% | $9,309-98.7% | $158-25.4% |