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 | $27,925 |
Service code 27 · EIN 45-5291215 | Advisory (Plan) | $25,000 |
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 | $40,741 | $62,324-34.6% | $68,509-40.5% | $55,191-26.2% |
| Participation rate | 78.9% | 78.9%0pp | 74.7%+4.1pp | 69.2%+9.7pp |
| Annual return | 2.60% | 4.26%-1.7pp | 8.27%-5.7pp | 10.78%-8.2pp |
| Employer contribution / active EE | $399 | $2,223-82.0% | $2,278-82.5% | $1,899-79.0% |
| Participant deferral / active EE | $2,536 | $3,425-26.0% | $3,382-25.0% | $3,046-16.8% |
| Admin fee / account holder | $253 | $91+176.9% | $5,275-95.2% | $91+178.7% |