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 27 · EIN 35-2552359 | Advisory (Plan) | $20,691 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,950 |
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 | $37,827 | $57,976-34.8% | $62,995-40.0% | $62,292-39.3% |
| Participation rate | 84.3% | 75.9%+8.4pp | 74.8%+9.5pp | 69.5%+14.8pp |
| Annual return | 19.92% | 17.54%+2.4pp | 87.57%-67.6pp | 28.90%-9.0pp |
| Employer contribution / active EE | $2,602 | $2,415+7.8% | $2,759-5.7% | $2,042+27.4% |
| Participant deferral / active EE | $5,625 | $2,956+90.3% | $3,329+68.9% | $3,169+77.5% |
| Admin fee / account holder | $76 | $276-72.3% | $3,600-97.9% | $479-84.0% |