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 | $33,221 |
WBG ADVISORS LLC3+ years Service code 27 7 PHEASANT LANE · WESTPORT, CT 068801709 | Advisory (Plan) | $16,500 |
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 | $35,729 | $65,592-45.5% | $90,160-60.4% | $69,631-48.7% |
| Participation rate | 90.6% | 77.6%+13.0pp | 76.9%+13.7pp | 70.7%+19.9pp |
| Annual return | 18.97% | 57.10%-38.1pp | 34.88%-15.9pp | 27571.02%-27552.1pp |
| Employer contribution / active EE | $1,723 | $2,193-21.4% | $3,318-48.1% | $2,032-15.2% |
| Participant deferral / active EE | $4,329 | $5,257-17.7% | $5,288-18.1% | $3,224+34.3% |
| Admin fee / account holder | $153 | $86+78.6% | $5,943-97.4% | $110+38.5% |