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 55 · EIN 59-2937883 | Other Commissions | $29,370 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,525 |
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 | $85,104 | $80,753+5.4% | $136,294-37.6% | $62,292+36.6% |
| Participation rate | 81.3% | 73.5%+7.7pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 17.28% | 35.83%-18.6pp | 5155.94%-5138.7pp | 28.90%-11.6pp |
| Employer contribution / active EE | $2,674 | $2,884-7.3% | $4,695-43.0% | $2,042+31.0% |
| Participant deferral / active EE | $9,837 | $5,164+90.5% | $6,247+57.5% | $3,169+210.4% |
| Admin fee / account holder | $6 | $525-98.9% | $9,243-99.9% | $479-98.7% |