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 38-3023534 | Other Commissions | $63,228 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,781 |
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 | $78,469 | $60,545+29.6% | $92,233-14.9% | $69,631+12.7% |
| Participation rate | 72.1% | 72.2%-0.1pp | 76.5%-4.4pp | 70.7%+1.4pp |
| Annual return | 18.12% | 19.71%-1.6pp | 176.28%-158.2pp | 27571.02%-27552.9pp |
| Employer contribution / active EE | $1,636 | $2,633-37.9% | $3,679-55.5% | $2,032-19.5% |
| Participant deferral / active EE | $4,050 | $2,828+43.2% | $3,897+3.9% | $3,224+25.6% |
| Admin fee / account holder | $3 | $145-97.9% | $5,194-99.9% | $110-97.2% |