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 37 · EIN 04-2647786 | Loan Processing | $24,685 |
FIDUCIARY EXPERTS LLC2 years Service code 27 · EIN 95-1851437 | Advisory (Plan) | $20,000 |
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 | $43,427 | $88,122-50.7% | $141,162-69.2% | $67,579-35.7% |
| Participation rate | 91.1% | 76.5%+14.7pp | 82.5%+8.7pp | 71.3%+19.9pp |
| Annual return | 33.46% | 75.40%-41.9pp | 71.39%-37.9pp | 378.56%-345.1pp |
| Employer contribution / active EE | $2,554 | $3,224-20.8% | $4,735-46.1% | $2,148+18.9% |
| Participant deferral / active EE | $6,900 | $5,958+15.8% | $6,709+2.9% | $3,539+95.0% |
| Admin fee / account holder | $120 | $131-8.1% | $10,261-98.8% | $142-15.5% |