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 55 · EIN 59-2937883 | Other Commissions | $24,518 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,343 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $173,043 | $89,355+93.7% | $141,162+22.6% | $72,985+137.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.12% | 111.85%-88.7pp | 71.39%-48.3pp | 81.00%-57.9pp |
| Employer contribution / active EE | $8,737 | $3,114+180.5% | $4,735+84.5% | $2,440+258.1% |
| Participant deferral / active EE | $13,096 | $5,418+141.7% | $6,709+95.2% | $3,607+263.0% |
| Admin fee / account holder | $9 | $5,958-99.9% | $10,261-99.9% | $5,124-99.8% |