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 | $13,485 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,367 | $52,953-74.8% | $172,739-92.3% | $65,185-79.5% |
| Participation rate | 91.9% | 66.2%+25.7pp | 82.6%+9.2pp | 70.2%+21.7pp |
| Annual return | 5.58% | 30.12%-24.5pp | 802.84%-797.3pp | 29.38%-23.8pp |
| Employer contribution / active EE | $401 | $2,190-81.7% | $5,143-92.2% | $2,177-81.6% |
| Participant deferral / active EE | $2,194 | $2,471-11.2% | $5,198-57.8% | $3,514-37.6% |
| Admin fee / account holder | $15 | $472-96.8% | $13,954-99.9% | $847-98.2% |