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 10 · EIN 84-0741890 | Accounting | $12,400 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,831 |
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 | $46,660 | $136,307-65.8% | $177,821-73.8% | $73,488-36.5% |
| Participation rate | 90.0% | 86.1%+3.9pp | 87.7%+2.3pp | 70.7%+19.3pp |
| Annual return | 19.73% | 18.68%+1.0pp | 48.32%-28.6pp | 28.51%-8.8pp |
| Employer contribution / active EE | $2,167 | $3,712-41.6% | $5,918-63.4% | $2,270-4.5% |
| Participant deferral / active EE | $4,540 | $5,829-22.1% | $7,714-41.2% | $3,740+21.4% |
| Admin fee / account holder | $104 | $596-82.6% | $12,427-99.2% | $513-79.8% |