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 8-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 47-1411118 | Advisory (Plan) | $44,727 |
Service code 37 · EIN 04-2647786 | Loan Processing | $13,722 |
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 | $90,102 | $63,114+42.8% | $92,893-3.0% | $65,185+38.2% |
| Participation rate | 98.8% | 68.8%+30.0pp | 76.0%+22.8pp | 70.2%+28.6pp |
| Annual return | 20.76% | 28.75%-8.0pp | 109.41%-88.7pp | 29.38%-8.6pp |
| Employer contribution / active EE | $4,206 | $2,571+63.6% | $3,653+15.2% | $2,177+93.3% |
| Participant deferral / active EE | $8,012 | $3,108+157.8% | $4,236+89.1% | $3,514+128.0% |
| Admin fee / account holder | $217 | $624-65.2% | $5,794-96.2% | $847-74.3% |