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 | $141,471 |
Service code 16 · EIN 33-0818667 | Consulting | $15,000 |
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 | $121,308 | $80,360+51.0% | $90,160+34.5% | $77,958+55.6% |
| Participation rate | 95.5% | 81.9%+13.5pp | 76.9%+18.6pp | 71.6%+23.8pp |
| Annual return | 22.68% | 24.56%-1.9pp | 34.88%-12.2pp | 20.87%+1.8pp |
| Employer contribution / active EE | $3,684 | $2,326+58.4% | $3,318+11.0% | $2,310+59.4% |
| Participant deferral / active EE | $13,758 | $5,829+136.0% | $5,288+160.2% | $3,537+289.0% |
| Admin fee / account holder | $62 | $64-2.3% | $5,943-99.0% | $97-36.0% |