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 | $36,976 |
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 | Accounting | $12,750 |
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 | $117,582 | $101,523+15.8% | $141,162-16.7% | $77,787+51.2% |
| Participation rate | 85.5% | 77.4%+8.2pp | 82.5%+3.1pp | 73.2%+12.3pp |
| Annual return | 26.04% | 56.22%-30.2pp | 71.39%-45.4pp | 32.57%-6.5pp |
| Employer contribution / active EE | $3,070 | $3,341-8.1% | $4,735-35.2% | $2,504+22.6% |
| Participant deferral / active EE | $9,544 | $6,434+48.3% | $6,709+42.3% | $3,967+140.6% |
| Admin fee / account holder | $12 | $92-86.5% | $10,261-99.9% | $100-87.7% |