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 | $19,988 |
Service code 10 · EIN 13-4008324 | Accounting | $12,129 |
Annual investment return 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 | $208,251 | $155,795+33.7% | $136,294+52.8% | $69,631+199.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 15.67% | 232464.33%-232448.7pp | 5155.94%-5140.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $3,846 | $2,991+28.6% | $4,695-18.1% | $2,032+89.3% |
| Participant deferral / active EE | $7,739 | $5,394+43.5% | $6,247+23.9% | $3,224+140.1% |
| Admin fee / account holder | $47 | $128-63.7% | $9,243-99.5% | $110-57.8% |