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 | $26,155 |
Service code 37 · EIN 04-2647786 | Loan Processing | $650 |
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 | $56,735 | $100,801-43.7% | $149,696-62.1% | $73,409-22.7% |
| Participation rate | 75.9% | 77.7%-1.8pp | 82.5%-6.6pp | 72.2%+3.7pp |
| Annual return | 22.13% | 265.34%-243.2pp | 276.60%-254.5pp | 59.29%-37.2pp |
| Employer contribution / active EE | $0 | $3,312-100.0% | $4,644-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $10,036 | $6,404+56.7% | $6,842+46.7% | $3,805+163.7% |
| Admin fee / account holder | $2 | $181-98.6% | $9,309-100.0% | $158-98.4% |