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 |
|---|---|---|
CROWE LLP1 year Service code 16 · EIN 35-0921680 | Consulting | $13,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,954 |
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 | $67,714 | $64,909+4.3% | $82,313-17.7% | $62,292+8.7% |
| Participation rate | 89.9% | 74.9%+15.0pp | 76.9%+13.0pp | 69.5%+20.3pp |
| Annual return | 17.57% | 21.18%-3.6pp | 25.88%-8.3pp | 28.90%-11.3pp |
| Employer contribution / active EE | $1,228 | $1,676-26.8% | $2,428-49.4% | $2,042-39.9% |
| Participant deferral / active EE | $2,281 | $3,103-26.5% | $3,706-38.4% | $3,169-28.0% |
| Admin fee / account holder | $101 | $440-77.0% | $5,608-98.2% | $479-78.9% |