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 | $40,028 |
Filed as: STOUT CAUSEY & HORNI Service code 10 · EIN 52-1743645 | Accounting | $14,800 |
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 | $36,090 | $70,106-48.5% | $80,975-55.4% | $63,975-43.6% |
| Participation rate | 74.7% | 79.4%-4.6pp | 75.8%-1.1pp | 71.1%+3.6pp |
| Annual return | 29.61% | 13.93%+15.7pp | 17.10%+12.5pp | 48.65%-19.0pp |
| Employer contribution / active EE | $0 | $2,042-100.0% | $3,714-100.0% | $2,182-100.0% |
| Participant deferral / active EE | $2,573 | $5,245-50.9% | $5,696-54.8% | $3,356-23.4% |
| Admin fee / account holder | $56 | $57-1.5% | $5,516-99.0% | $70-20.3% |