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 37 · EIN 04-2647786 | Loan Processing | $6,177 |
BENFIT PLANNING CONSULTANTS INC1+ years Filed as: BENFIT FUNDING SERVICES GROUP Service code 16 · EIN 20-8532658 | Consulting | $5,000 |
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 | $38,752 | $60,165-35.6% | $74,183-47.8% | $55,167-29.8% |
| Participation rate | 79.4% | 74.2%+5.2pp | 76.6%+2.7pp | 69.0%+10.4pp |
| Annual return | 6.99% | 10.00%-3.0pp | 17.74%-10.7pp | 169.23%-162.2pp |
| Employer contribution / active EE | $818 | $1,600-48.9% | $2,370-65.5% | $1,963-58.3% |
| Participant deferral / active EE | $2,257 | $2,973-24.1% | $3,550-36.4% | $3,054-26.1% |
| Admin fee / account holder | $91 | $419-78.3% | $5,586-98.4% | $504-81.9% |