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 PO BOX 12749 · ST PETERSBURG, FL 33733 | Other Commissions | $17,456 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,150 |
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 | $76,992 | $56,629+36.0% | $77,999-1.3% | $55,167+39.6% |
| Participation rate | 81.3% | 73.3%+8.0pp | 75.5%+5.8pp | 69.0%+12.3pp |
| Annual return | 7.42% | 2866.98%-2859.6pp | 425.96%-418.5pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $3,114 | $2,777+12.1% | $3,497-10.9% | $3,054+2.0% |
| Admin fee / account holder | $12 | $467-97.5% | $5,480-99.8% | $504-97.7% |