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 | $2,050 |
Filed as: LINWOOD INVESTMENT ADVISORS INC. Service code 61 4455 GENESSE STREET, SUITE 121 · BUFFALO, NY 14225 | Finders' fees / placement fees | $0 |
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 | $65,321 | $52,580+24.2% | $71,671-8.9% | $70,131-6.9% |
| Participation rate | 87.1% | 60.9%+26.2pp | 68.7%+18.4pp | 69.5%+17.6pp |
| Annual return | 18.03% | 20.25%-2.2pp | 20.65%-2.6pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,764 | $1,616+9.2% | $2,460-28.3% | $2,342-24.7% |
| Participant deferral / active EE | $3,059 | $2,386+28.2% | $3,438-11.0% | $3,332-8.2% |
| Admin fee / account holder | $21 | $3,653-99.4% | $5,558-99.6% | $4,645-99.6% |