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 27 · EIN 43-1451524 | Advisory (Plan) | $22,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$3,136 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $373,133 | $58,879+533.7% | $178,490+109.1% | $73,488+407.7% |
| Participation rate | 93.5% | 66.2%+27.3pp | 81.9%+11.6pp | 70.7%+22.9pp |
| Annual return | 15.23% | 24.86%-9.6pp | 151.07%-135.8pp | 28.51%-13.3pp |
| Employer contribution / active EE | $18,300 | $2,236+718.4% | $5,011+265.2% | $2,270+706.1% |
| Participant deferral / active EE | $16,847 | $2,567+556.2% | $5,202+223.9% | $3,740+350.5% |
| Admin fee / account holder | $114 | $400-71.5% | $13,984-99.2% | $513-77.8% |