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) | $58,848 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,325 |
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 | $47,382 | $78,781-39.9% | $100,516-52.9% | $73,409-35.5% |
| Participation rate | 93.6% | 80.0%+13.6pp | 79.4%+14.2pp | 72.2%+21.4pp |
| Annual return | 37.74% | 31.69%+6.1pp | 30.89%+6.8pp | 59.29%-21.6pp |
| Employer contribution / active EE | $2,461 | $2,420+1.7% | $3,418-28.0% | $2,234+10.2% |
| Participant deferral / active EE | $13,871 | $6,537+112.2% | $6,270+121.2% | $3,805+264.5% |
| Admin fee / account holder | $148 | $145+1.7% | $8,081-98.2% | $158-6.4% |