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) | $45,359 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,095 |
Form 5500 reported that benefits due were not provided when due.
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 | $26,671 | $56,443-52.7% | $83,848-68.2% | $55,725-52.1% |
| Participation rate | 84.5% | 72.0%+12.5pp | 76.1%+8.4pp | 70.9%+13.7pp |
| Annual return | -5.93% | 393.67%-399.6pp | 850.88%-856.8pp | 244.93%-250.9pp |
| Employer contribution / active EE | $1,329 | $2,682-50.4% | $3,631-63.4% | $2,078-36.1% |
| Participant deferral / active EE | $2,574 | $2,965-13.2% | $4,082-36.9% | $3,356-23.3% |
| Admin fee / account holder | $101 | $156-35.5% | $5,478-98.2% | $115-12.5% |