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 37 · EIN 04-2647786 | Loan Processing | $56,405 |
PARALLEL ADVISORS LLC1 year Service code 27 · EIN 20-4420591 | Advisory (Plan) | $10,158 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,982 | $85,766-37.1% | $136,294-60.4% | $70,131-23.0% |
| Participation rate | 97.8% | 74.2%+23.7pp | 81.9%+15.9pp | 69.5%+28.3pp |
| Annual return | 18.70% | 31.45%-12.8pp | 5155.94%-5137.2pp | 73.14%-54.4pp |
| Employer contribution / active EE | $1,706 | $2,966-42.5% | $4,695-63.7% | $2,342-27.2% |
| Participant deferral / active EE | $6,351 | $5,051+25.7% | $6,247+1.7% | $3,332+90.6% |
| Admin fee / account holder | $324 | $5,420-94.0% | $9,243-96.5% | $4,645-93.0% |