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 | $92,923 |
Service code 16 · EIN 20-8532658 | Consulting | $15,000 |
PENSION ASSURANCE LLP1 year Service code 10 · EIN 30-0840934 | Accounting | $13,875 |
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 | $36,001 | $73,404-51.0% | $87,100-58.7% | $67,579-46.7% |
| Participation rate | 97.5% | 80.9%+16.7pp | 76.9%+20.7pp | 71.3%+26.3pp |
| Annual return | 29.55% | 48.29%-18.7pp | 28.19%+1.4pp | 378.56%-349.0pp |
| Employer contribution / active EE | $2,981 | $2,014+48.0% | $2,521+18.2% | $2,148+38.8% |
| Participant deferral / active EE | $9,444 | $3,913+141.4% | $4,049+133.3% | $3,539+166.8% |
| Admin fee / account holder | $135 | $142-4.8% | $7,497-98.2% | $142-5.3% |