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 26-4310632 | Other Commissions | $4,211 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,924 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $34,695 | $89,652-61.3% | $141,162-75.4% | $65,185-46.8% |
| Participation rate | 75.2% | 74.7%+0.5pp | 82.5%-7.3pp | 70.2%+5.0pp |
| Annual return | 37.51% | 32.79%+4.7pp | 71.39%-33.9pp | 29.38%+8.1pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $9,609 | $5,691+68.8% | $6,709+43.2% | $3,514+173.5% |
| Admin fee / account holder | $15 | $569-97.4% | $10,261-99.9% | $847-98.3% |