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 |
|---|---|---|
CROWE LLP1 year Service code 16 · EIN 35-0921680 | Consulting | $9,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,852 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported that benefits due were not provided when due.
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 | $143,458 | $64,909+121.0% | $82,313+74.3% | $62,292+130.3% |
| Participation rate | 94.4% | 74.9%+19.6pp | 76.9%+17.5pp | 69.5%+24.9pp |
| Annual return | 20.44% | 21.18%-0.7pp | 25.88%-5.4pp | 28.90%-8.5pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $6,905 | $3,103+122.5% | $3,706+86.3% | $3,169+117.9% |
| Admin fee / account holder | $25 | $440-94.2% | $5,608-99.5% | $479-94.7% |