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 LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $14,583 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,201 |
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 | $85,137 | $73,638+15.6% | $95,952-11.3% | $73,488+15.9% |
| Participation rate | 90.7% | 76.2%+14.5pp | 77.1%+13.6pp | 70.7%+20.0pp |
| Annual return | 19.82% | 16.78%+3.0pp | 91.61%-71.8pp | 28.51%-8.7pp |
| Employer contribution / active EE | $588 | $1,863-68.4% | $2,541-76.9% | $2,270-74.1% |
| Participant deferral / active EE | $2,224 | $3,617-38.5% | $4,167-46.6% | $3,740-40.5% |
| Admin fee / account holder | $85 | $482-82.4% | $6,795-98.7% | $513-83.4% |