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 26-4310632 | Other Commissions | $16,367 |
Service code 37 · EIN 04-2647786 | Loan Processing | $50 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $44,591 | $58,083-23.2% | $80,019-44.3% | $56,287-20.8% |
| Participation rate | 93.0% | 73.6%+19.4pp | 75.8%+17.2pp | 69.9%+23.1pp |
| Annual return | 2.22% | 34.61%-32.4pp | 11.22%-9.0pp | -9.96%+12.2pp |
| Employer contribution / active EE | $3,204 | $1,932+65.8% | $2,468+29.8% | $2,111+51.8% |
| Participant deferral / active EE | $8,927 | $3,135+184.8% | $3,686+142.2% | $3,350+166.5% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-99.9% |