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 13-2638166 | Advisory (Plan) | $6,902 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,760 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $61,156 | $98,982-38.2% | $162,163-62.3% | $65,185-6.2% |
| Participation rate | 87.2% | 85.8%+1.5pp | 87.6%-0.3pp | 70.2%+17.0pp |
| Annual return | 22.12% | 24.84%-2.7pp | 115.59%-93.5pp | 29.38%-7.3pp |
| Employer contribution / active EE | $0 | $3,467-100.0% | $5,614-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,618 | $5,384+41.5% | $7,298+4.4% | $3,514+116.8% |
| Admin fee / account holder | $80 | $596-86.6% | $10,843-99.3% | $847-90.5% |