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 59-3331424 | Advisory (Plan) | $10,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $9,558 |
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 | $23,055 | $62,928-63.4% | $172,739-86.7% | $67,579-65.9% |
| Participation rate | 94.0% | 64.5%+29.6pp | 82.6%+11.4pp | 71.3%+22.8pp |
| Annual return | 28.83% | 30.36%-1.5pp | 802.84%-774.0pp | 378.56%-349.7pp |
| Employer contribution / active EE | $150 | $1,636-90.8% | $5,143-97.1% | $2,148-93.0% |
| Participant deferral / active EE | $5,033 | $2,145+134.6% | $5,198-3.2% | $3,539+42.2% |
| Admin fee / account holder | $23 | $167-86.3% | $13,954-99.8% | $142-83.9% |