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 | $1,853 |
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 | $102,444 | $72,404+41.5% | $110,238-7.1% | $64,186+59.6% |
| Participation rate | 84.6% | 73.3%+11.3pp | 79.8%+4.8pp | 69.6%+15.0pp |
| Annual return | -3.98% | -6.29%+2.3pp | 314.74%-318.7pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,514 | $2,282+10.2% | $3,826-34.3% | $2,381+5.6% |
| Participant deferral / active EE | $10,312 | $3,469+197.2% | $4,672+120.7% | $3,470+197.2% |
| Admin fee / account holder | $66 | $5,664-98.8% | $8,547-99.2% | $4,888-98.7% |