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 | $64,995 |
Service code 27 · EIN 59-2937883 | Advisory (Plan) | $32,760 |
LING & BOUMAN, LLP4 years Service code 10 · EIN 81-4590836 | Accounting | $10,000 |
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 | $22,192 | $29,369-24.4% | $77,482-71.4% | $73,409-69.8% |
| Participation rate | 89.6% | 37.9%+51.6pp | 54.2%+35.4pp | 72.2%+17.4pp |
| Annual return | 11.54% | 358.15%-346.6pp | 54.79%-43.2pp | 59.29%-47.8pp |
| Employer contribution / active EE | $436 | $406+7.4% | $986-55.8% | $2,234-80.5% |
| Participant deferral / active EE | $2,676 | $941+184.4% | $1,861+43.8% | $3,805-29.7% |
| Admin fee / account holder | $108 | $123-11.9% | $2,858-96.2% | $158-31.5% |