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 LLP2 years Service code 10 · EIN 35-0921680 | Accounting | $13,510 |
Service code 37 · EIN 04-2647786 | Loan Processing | $6,025 |
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 | $62,965 | $59,186+6.4% | $76,768-18.0% | $56,287+11.9% |
| Participation rate | 86.2% | 75.2%+11.0pp | 77.0%+9.3pp | 69.9%+16.4pp |
| Annual return | -4.37% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,234 | $1,759-29.8% | $2,485-50.3% | $2,111-41.5% |
| Participant deferral / active EE | $2,375 | $3,255-27.0% | $3,852-38.3% | $3,350-29.1% |
| Admin fee / account holder | $86 | $489-82.4% | $6,675-98.7% | $521-83.5% |