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 13-3749682 | Other Commissions | $21,014 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $1,050 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $117,991 | $99,957+18.0% | $149,696-21.2% | $73,488+60.6% |
| Participation rate | 80.8% | 75.7%+5.1pp | 82.5%-1.6pp | 70.7%+10.2pp |
| Annual return | 14.74% | 53.87%-39.1pp | 276.60%-261.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $1,993 | $3,191-37.5% | $4,644-57.1% | $2,270-12.2% |
| Participant deferral / active EE | $6,334 | $6,073+4.3% | $6,842-7.4% | $3,740+69.4% |
| Admin fee / account holder | $9 | $551-98.4% | $9,309-99.9% | $513-98.2% |