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 5-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 38-1961943 | Other Commissions | $175,393 |
Service code 10 · EIN 94-3211753 | Accounting | $9,250 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,575 |
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 | $175,505 | $79,519+120.7% | $95,952+82.9% | $73,409+139.1% |
| Participation rate | 95.4% | 81.2%+14.2pp | 77.1%+18.3pp | 72.2%+23.2pp |
| Annual return | 108.40% | 19.20%+89.2pp | 91.61%+16.8pp | 59.29%+49.1pp |
| Employer contribution / active EE | $2,513 | $2,048+22.7% | $2,541-1.1% | $2,234+12.5% |
| Participant deferral / active EE | $11,196 | $4,138+170.6% | $4,167+168.7% | $3,805+194.2% |
| Admin fee / account holder | $11 | $184-94.2% | $6,795-99.8% | $158-93.3% |