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 | $79,514 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $18,793 |
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 | $68,908 | $69,305-0.6% | $82,313-16.3% | $69,631-1.0% |
| Participation rate | 74.3% | 80.3%-6.0pp | 76.9%-2.6pp | 70.7%+3.6pp |
| Annual return | 18.47% | 21.47%-3.0pp | 25.88%-7.4pp | 27571.02%-27552.6pp |
| Employer contribution / active EE | $1,167 | $1,887-38.2% | $2,428-52.0% | $2,032-42.6% |
| Participant deferral / active EE | $2,771 | $3,568-22.3% | $3,706-25.2% | $3,224-14.0% |
| Admin fee / account holder | $232 | $97+139.1% | $5,608-95.9% | $110+110.4% |