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 47-1411118 | Advisory (Plan) | $47,858 |
Service code 37 · EIN 04-2647786 | Loan Processing | $40,985 |
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 | $72,406 | $41,647+73.9% | $96,139-24.7% | $86,799-16.6% |
| Participation rate | 95.1% | 50.2%+44.9pp | 68.4%+26.6pp | 72.3%+22.8pp |
| Annual return | 20.96% | 27.24%-6.3pp | 191.94%-171.0pp | 97.91%-76.9pp |
| Employer contribution / active EE | $4,021 | $1,318+205.2% | $2,797+43.8% | $2,405+67.2% |
| Participant deferral / active EE | $9,872 | $2,412+309.2% | $4,349+127.0% | $4,131+139.0% |
| Admin fee / account holder | $230 | $169+35.5% | $5,537-95.9% | $170+35.4% |