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 | $32,832 |
FIDUCIARY EXPERTS LLC3 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 | $46,932 | $100,801-53.4% | $149,696-68.6% | $73,409-36.1% |
| Participation rate | 95.0% | 77.7%+17.3pp | 82.5%+12.6pp | 72.2%+22.9pp |
| Annual return | 19.12% | 265.34%-246.2pp | 276.60%-257.5pp | 59.29%-40.2pp |
| Employer contribution / active EE | $2,512 | $3,312-24.1% | $4,644-45.9% | $2,234+12.5% |
| Participant deferral / active EE | $8,109 | $6,404+26.6% | $6,842+18.5% | $3,805+113.1% |
| Admin fee / account holder | $113 | $181-37.7% | $9,309-98.8% | $158-28.7% |