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 | $64,471 |
INTERNAL REVENUE SERVICE1 year Service code 50 · EIN 81-1816107 | Direct Payment | $12,281 |
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 | $160,961 | $80,354+100.3% | $133,980+20.1% | $63,975+151.6% |
| Participation rate | 97.6% | 87.5%+10.1pp | 87.1%+10.5pp | 71.1%+26.5pp |
| Annual return | 8.32% | 13.11%-4.8pp | 29.30%-21.0pp | 48.65%-40.3pp |
| Employer contribution / active EE | $3,705 | $3,503+5.8% | $5,211-28.9% | $2,182+69.8% |
| Participant deferral / active EE | $13,524 | $5,239+158.2% | $6,282+115.3% | $3,356+302.9% |
| Admin fee / account holder | $40 | $69-41.6% | $9,324-99.6% | $70-42.5% |