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 47-1411118 | Advisory (Plan) | $55,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$4,341 |
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 | $49,719 | $78,419-36.6% | $133,956-62.9% | $73,409-32.3% |
| Participation rate | 80.0% | 78.6%+1.4pp | 79.8%+0.1pp | 72.2%+7.8pp |
| Annual return | 15.62% | 33.35%-17.7pp | 45.09%-29.5pp | 59.29%-43.7pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $4,163 | $3,925+6.1% | $5,048-17.5% | $3,805+9.4% |
| Admin fee / account holder | $63 | $161-61.2% | $8,927-99.3% | $158-60.4% |