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 | $7,956 |
MOSS ADAMS LLP1 year Service code 10 · EIN 91-0189318 | Accounting | $5,000 |
Service code 55 · EIN 35-2552359 | Other Commissions | $3,957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,733 | $53,925-43.0% | $75,670-59.4% | $69,631-55.9% |
| Participation rate | 42.0% | 71.2%-29.2pp | 72.3%-30.4pp | 70.7%-28.7pp |
| Annual return | 17.45% | 17.84%-0.4pp | 27.34%-9.9pp | 27571.02%-27553.6pp |
| Employer contribution / active EE | $676 | $1,802-62.5% | $2,352-71.3% | $2,032-66.8% |
| Participant deferral / active EE | $1,847 | $2,569-28.1% | $3,142-41.2% | $3,224-42.7% |
| Admin fee / account holder | $79 | $97-18.8% | $5,800-98.6% | $110-28.6% |