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 | $981 |
JACQUES FINANCIAL LLC1 year Service code 61 15430 AVERY RD · ROCKVILLE, MD 20855 | 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 | $28,854 | $73,102-60.5% | $123,544-76.6% | $56,287-48.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -6.28% | 3.01%-9.3pp | 119.20%-125.5pp | -9.96%+3.7pp |
| Employer contribution / active EE | $3,883 | $2,977+30.4% | $4,628-16.1% | $2,111+83.9% |
| Participant deferral / active EE | $7,126 | $5,423+31.4% | $6,426+10.9% | $3,350+112.7% |
| Admin fee / account holder | $5 | $554-99.1% | $9,284-99.9% | $521-99.0% |