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 9-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 | $85,333 |
MEIR AND MEIR3+ years Service code 27 · EIN 95-4359536 | Advisory (Plan) | $7,961 |
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 | $12,745 | $34,242-62.8% | $76,523-83.3% | $75,289-83.1% |
| Participation rate | 90.7% | 43.9%+46.7pp | 68.0%+22.7pp | 72.4%+18.2pp |
| Annual return | -4.25% | -0.98%-3.3pp | -0.27%-4.0pp | -0.04%-4.2pp |
| Employer contribution / active EE | $0 | $975-100.0% | $2,647-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,944 | $1,872+3.8% | $3,835-49.3% | $3,739-48.0% |
| Admin fee / account holder | $40 | $112-64.1% | $4,848-99.2% | $102-60.7% |