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 · EIN 35-2552359 | Other Commissions | $23,390 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,505 |
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 | $34,643 | $61,214-43.4% | $83,333-58.4% | $56,287-38.5% |
| Participation rate | 83.2% | 72.6%+10.7pp | 77.8%+5.5pp | 69.9%+13.4pp |
| Annual return | -6.27% | 0.42%-6.7pp | 10.63%-16.9pp | -9.96%+3.7pp |
| Employer contribution / active EE | $0 | $1,925-100.0% | $3,379-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $6,131 | $5,091+20.4% | $5,565+10.2% | $3,350+83.0% |
| Admin fee / account holder | $86 | $512-83.2% | $7,510-98.9% | $521-83.5% |