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 | $32,305 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,200 |
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 | $71,442 | $73,102-2.3% | $123,544-42.2% | $56,287+26.9% |
| Participation rate | 80.6% | 74.3%+6.3pp | 82.3%-1.7pp | 69.9%+10.8pp |
| Annual return | -0.12% | 3.01%-3.1pp | 119.20%-119.3pp | -9.96%+9.8pp |
| Employer contribution / active EE | $1,868 | $2,977-37.3% | $4,628-59.6% | $2,111-11.5% |
| Participant deferral / active EE | $6,970 | $5,423+28.5% | $6,426+8.5% | $3,350+108.1% |
| Admin fee / account holder | $4 | $554-99.2% | $9,284-100.0% | $521-99.2% |