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 | $11,778 |
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 | $9,229 | $91,190-89.9% | $178,490-94.8% | $79,858-88.4% |
| Participation rate | 93.6% | 69.2%+24.4pp | 81.9%+11.7pp | 69.6%+24.0pp |
| Annual return | 2.99% | 24.19%-21.2pp | 151.07%-148.1pp | 31.71%-28.7pp |
| Employer contribution / active EE | $446 | $3,256-86.3% | $5,011-91.1% | $2,471-81.9% |
| Participant deferral / active EE | $2,032 | $3,236-37.2% | $5,202-60.9% | $3,740-45.7% |
| Admin fee / account holder | $15 | $6,751-99.8% | $13,984-99.9% | $5,306-99.7% |