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 | $72,270 |
Service code 27 · EIN 35-2552359 | Advisory (Plan) | $40,000 |
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 | $66,222 | $80,005-17.2% | $140,016-52.7% | $55,725+18.8% |
| Participation rate | 96.5% | 87.0%+9.5pp | 87.5%+9.0pp | 70.9%+25.6pp |
| Annual return | -1.22% | 0.46%-1.7pp | 651.12%-652.3pp | 244.93%-246.1pp |
| Employer contribution / active EE | $1,967 | $3,403-42.2% | $5,606-64.9% | $2,078-5.3% |
| Participant deferral / active EE | $7,644 | $5,264+45.2% | $6,927+10.4% | $3,356+127.8% |
| Admin fee / account holder | $205 | $116+77.1% | $10,705-98.1% | $115+77.9% |