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 99 · EIN 04-2675571 | Other Fees | $13,773 |
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 | $13,927 | $47,977-71.0% | $154,107-91.0% | $56,287-75.3% |
| Participation rate | 89.1% | 66.2%+22.9pp | 83.0%+6.0pp | 69.9%+19.2pp |
| Annual return | 7.68% | 3.54%+4.1pp | 735.12%-727.4pp | -9.96%+17.6pp |
| Employer contribution / active EE | $432 | $2,169-80.1% | $5,298-91.8% | $2,111-79.5% |
| Participant deferral / active EE | $2,011 | $2,392-15.9% | $5,081-60.4% | $3,350-40.0% |
| Admin fee / account holder | $18 | $438-95.9% | $13,411-99.9% | $521-96.5% |