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 8-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 37 · EIN 04-2647786 | Loan Processing | $21,231 |
TANNER LLC1 year Service code 16 · EIN 20-2253063 | Consulting | $13,287 |
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 | $54,670 | $73,638-25.8% | $95,952-43.0% | $73,488-25.6% |
| Participation rate | 95.2% | 76.2%+19.0pp | 77.1%+18.1pp | 70.7%+24.5pp |
| Annual return | 18.79% | 16.78%+2.0pp | 91.61%-72.8pp | 28.51%-9.7pp |
| Employer contribution / active EE | $2,087 | $1,863+12.0% | $2,541-17.8% | $2,270-8.0% |
| Participant deferral / active EE | $6,023 | $3,617+66.5% | $4,167+44.5% | $3,740+61.1% |
| Admin fee / account holder | $221 | $482-54.1% | $6,795-96.7% | $513-56.9% |