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 47-5476782 | Advisory (Plan) | $43,742 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,541 |
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 | $42,598 | $46,173-7.7% | $170,442-75.0% | $69,631-38.8% |
| Participation rate | 96.4% | 63.9%+32.5pp | 83.6%+12.8pp | 70.7%+25.7pp |
| Annual return | 19.48% | 21.62%-2.1pp | 205.93%-186.4pp | 27571.02%-27551.5pp |
| Employer contribution / active EE | $2,114 | $1,610+31.4% | $5,433-61.1% | $2,032+4.0% |
| Participant deferral / active EE | $6,006 | $2,080+188.7% | $4,939+21.6% | $3,224+86.3% |
| Admin fee / account holder | $127 | $116+9.2% | $13,880-99.1% | $110+14.6% |