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 23-3034280 | Advisory (Plan) | $30,195 |
Service code 37 · EIN 04-2647786 | Loan Processing | $24,932 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $73,618 | $78,419-6.1% | $133,956-45.0% | $73,409+0.3% |
| Participation rate | 82.4% | 78.6%+3.8pp | 79.8%+2.6pp | 72.2%+10.3pp |
| Annual return | 13.19% | 33.35%-20.2pp | 45.09%-31.9pp | 59.29%-46.1pp |
| Employer contribution / active EE | $448 | $2,044-78.1% | $3,919-88.6% | $2,234-80.0% |
| Participant deferral / active EE | $3,367 | $3,925-14.2% | $5,048-33.3% | $3,805-11.5% |
| Admin fee / account holder | $163 | $161+1.1% | $8,927-98.2% | $158+3.3% |