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 61-1758632 | Advisory (Plan) | $31,312 |
Service code 37 · EIN 04-2647786 | Loan Processing | $731 |
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 | $32,233 | $69,231-53.4% | $91,989-65.0% | $67,579-52.3% |
| Participation rate | 92.2% | 78.9%+13.3pp | 78.6%+13.6pp | 71.3%+20.9pp |
| Annual return | 62.98% | 32.03%+31.0pp | 69.02%-6.0pp | 378.56%-315.6pp |
| Employer contribution / active EE | $2,259 | $2,284-1.1% | $3,452-34.5% | $2,148+5.2% |
| Participant deferral / active EE | $11,372 | $5,854+94.3% | $5,923+92.0% | $3,539+221.3% |
| Admin fee / account holder | $96 | $107-10.4% | $7,743-98.8% | $142-32.4% |