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 | $80,718 |
PLANTE & MORAN, PLLC1 year Service code 10 · EIN 38-1357951 | Accounting | $12,750 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,062 | $101,523-85.2% | $141,162-89.3% | $77,787-80.6% |
| Participation rate | 90.5% | 77.4%+13.2pp | 82.5%+8.1pp | 73.2%+17.3pp |
| Annual return | 25.89% | 56.22%-30.3pp | 71.39%-45.5pp | 32.57%-6.7pp |
| Employer contribution / active EE | $260 | $3,341-92.2% | $4,735-94.5% | $2,504-89.6% |
| Participant deferral / active EE | $2,445 | $6,434-62.0% | $6,709-63.6% | $3,967-38.4% |
| Admin fee / account holder | $72 | $92-21.1% | $10,261-99.3% | $100-27.8% |