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 | $435 |
DONEGAL SECURITIES INC2+ years Service code 61 20 WALNUT ST STE 12 · WELLESLEY, MA 02481 | Finders' fees / placement fees | $0 |
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 | $49,908 | $80,177-37.8% | $123,892-59.7% | $57,658-13.4% |
| Participation rate | 89.2% | 74.4%+14.7pp | 81.4%+7.7pp | 70.2%+18.9pp |
| Annual return | 15.72% | 17.90%-2.2pp | 47.52%-31.8pp | 5.13%+10.6pp |
| Employer contribution / active EE | $3,668 | $2,913+25.9% | $4,617-20.6% | $1,974+85.8% |
| Participant deferral / active EE | $11,592 | $5,130+126.0% | $5,984+93.7% | $3,061+278.7% |
| Admin fee / account holder | $2 | $106-98.6% | $8,357-100.0% | $95-98.4% |