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 55 · EIN 42-1445429 | Other Commissions | $15,761 |
Service code 37 · EIN 04-2647786 | Loan Processing | $650 |
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 | $73,418 | $91,552-19.8% | $133,956-45.2% | $79,858-8.1% |
| Participation rate | 95.9% | 73.3%+22.6pp | 79.8%+16.1pp | 69.6%+26.3pp |
| Annual return | 18.93% | 61.85%-42.9pp | 45.09%-26.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $2,208 | $2,384-7.4% | $3,919-43.6% | $2,471-10.6% |
| Participant deferral / active EE | $6,032 | $3,733+61.6% | $5,048+19.5% | $3,740+61.3% |
| Admin fee / account holder | $6 | $6,321-99.9% | $8,927-99.9% | $5,306-99.9% |