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) | $54,553 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,059 |
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 | $90,861 | $100,801-9.9% | $149,696-39.3% | $73,409+23.8% |
| Participation rate | 87.8% | 77.7%+10.1pp | 82.5%+5.3pp | 72.2%+15.6pp |
| Annual return | 24.18% | 265.34%-241.2pp | 276.60%-252.4pp | 59.29%-35.1pp |
| Employer contribution / active EE | $3,271 | $3,312-1.2% | $4,644-29.6% | $2,234+46.4% |
| Participant deferral / active EE | $13,492 | $6,404+110.7% | $6,842+97.2% | $3,805+254.6% |
| Admin fee / account holder | $121 | $181-32.9% | $9,309-98.7% | $158-23.2% |