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 10 · EIN 13-4008324 | Accounting | $25,886 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$14,763 |
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 | $142,001 | $89,274+59.1% | $149,718-5.2% | $77,958+82.2% |
| Participation rate | 87.1% | 87.6%-0.5pp | 87.1%+0.1pp | 71.6%+15.5pp |
| Annual return | 25.29% | 20.36%+4.9pp | 1501.63%-1476.3pp | 20.87%+4.4pp |
| Employer contribution / active EE | $5,920 | $3,727+58.9% | $5,445+8.7% | $2,310+156.2% |
| Participant deferral / active EE | $13,501 | $5,382+150.9% | $6,569+105.5% | $3,537+281.8% |
| Admin fee / account holder | $13 | $240-94.6% | $11,283-99.9% | $97-86.6% |