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 35-2552359 | Advisory (Plan) | $117,474 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,551 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $99,691 | $80,005+24.6% | $140,016-28.8% | $55,725+78.9% |
| Participation rate | 83.6% | 87.0%-3.4pp | 87.5%-3.9pp | 70.9%+12.8pp |
| Annual return | -6.17% | 0.46%-6.6pp | 651.12%-657.3pp | 244.93%-251.1pp |
| Employer contribution / active EE | $5,129 | $3,403+50.7% | $5,606-8.5% | $2,078+146.8% |
| Participant deferral / active EE | $8,925 | $5,264+69.5% | $6,927+28.8% | $3,356+166.0% |
| Admin fee / account holder | $67 | $116-42.5% | $10,705-99.4% | $115-42.2% |