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 | $28,197 |
Service code 27 · EIN 23-0731260 | Advisory (Plan) | $25,590 |
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 | $161,077 | $69,362+132.2% | $101,248+59.1% | $73,488+119.2% |
| Participation rate | 95.6% | 68.4%+27.2pp | 75.8%+19.8pp | 70.7%+24.9pp |
| Annual return | 20.07% | 18.46%+1.6pp | 46.47%-26.4pp | 28.51%-8.4pp |
| Employer contribution / active EE | $1,800 | $2,628-31.5% | $3,660-50.8% | $2,270-20.7% |
| Participant deferral / active EE | $8,894 | $3,300+169.5% | $4,370+103.5% | $3,740+137.8% |
| Admin fee / account holder | $270 | $704-61.6% | $5,945-95.5% | $513-47.4% |