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 |
|---|---|---|
Filed as: AUDIT AND TAX SOLUTIONS Service code 16 · EIN 94-3211753 | Consulting | $8,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,832 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $109,100 | $78,705+38.6% | $117,854-7.4% | $70,131+55.6% |
| Participation rate | 80.0% | 73.2%+6.8pp | 79.7%+0.3pp | 69.5%+10.5pp |
| Annual return | 19.28% | 23.30%-4.0pp | 335.08%-315.8pp | 73.14%-53.9pp |
| Employer contribution / active EE | $2,075 | $2,223-6.7% | $3,786-45.2% | $2,342-11.4% |
| Participant deferral / active EE | $8,230 | $3,297+149.6% | $4,482+83.6% | $3,332+147.0% |
| Admin fee / account holder | $64 | $5,065-98.7% | $8,020-99.2% | $4,645-98.6% |