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 55 · EIN 38-1961943 | Other Commissions | $19,835 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,938 |
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 | $56,877 | $65,376-13.0% | $87,100-34.7% | $65,185-12.7% |
| Participation rate | 73.6% | 75.3%-1.8pp | 76.9%-3.3pp | 70.2%+3.4pp |
| Annual return | 23.23% | 31.27%-8.0pp | 28.19%-5.0pp | 29.38%-6.2pp |
| Employer contribution / active EE | $840 | $1,822-53.9% | $2,521-66.7% | $2,177-61.4% |
| Participant deferral / active EE | $3,725 | $3,388+9.9% | $4,049-8.0% | $3,514+6.0% |
| Admin fee / account holder | $14 | $520-97.4% | $7,497-99.8% | $847-98.4% |