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 55 · EIN 38-1961943 | Other Commissions | $26,628 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,656 |
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 | $76,441 | $88,324-13.5% | $115,037-33.6% | $55,191+38.5% |
| Participation rate | 89.1% | 72.5%+16.6pp | 81.4%+7.8pp | 69.2%+20.0pp |
| Annual return | -0.72% | 6.30%-7.0pp | 26.14%-26.9pp | 10.78%-11.5pp |
| Employer contribution / active EE | $538 | $2,805-80.8% | $4,608-88.3% | $1,899-71.6% |
| Participant deferral / active EE | $5,381 | $5,042+6.7% | $6,026-10.7% | $3,046+76.6% |
| Admin fee / account holder | $6 | $105-94.7% | $8,175-99.9% | $91-93.8% |