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 | $90,537 |
Service code 27 · EIN 43-1451524 | Advisory (Plan) | $81,049 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 · EIN 87-0281467 | Accounting | $19,700 |
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 | $90,370 | $100,801-10.3% | $149,696-39.6% | $73,409+23.1% |
| Participation rate | 91.6% | 77.7%+13.9pp | 82.5%+9.1pp | 72.2%+19.4pp |
| Annual return | 15.03% | 265.34%-250.3pp | 276.60%-261.6pp | 59.29%-44.3pp |
| Employer contribution / active EE | $1,539 | $3,312-53.5% | $4,644-66.9% | $2,234-31.1% |
| Participant deferral / active EE | $12,638 | $6,404+97.3% | $6,842+84.7% | $3,805+232.1% |
| Admin fee / account holder | $166 | $181-8.3% | $9,309-98.2% | $158+5.0% |