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 |
|---|---|---|
STABLE TWO FINANCIAL, LLC2+ years Service code 16 · EIN 26-4030951 | Consulting | $19,383 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,850 |
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 | $28,872 | $74,024-61.0% | $77,999-63.0% | $57,658-49.9% |
| Participation rate | 75.2% | 79.7%-4.5pp | 75.5%-0.3pp | 70.2%+5.0pp |
| Annual return | 7.43% | 12.14%-4.7pp | 425.96%-418.5pp | 5.13%+2.3pp |
| Employer contribution / active EE | $168 | $2,365-92.9% | $2,470-93.2% | $1,974-91.5% |
| Participant deferral / active EE | $2,604 | $3,533-26.3% | $3,497-25.5% | $3,061-14.9% |
| Admin fee / account holder | $52 | $93-44.6% | $5,480-99.1% | $95-45.3% |