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 11-2301188 | Other Fees | $53,507 |
Filed as: IMPROVED FUNDNG TECHNIQUES, INC. Service code 99 | Other Fees | $6,998 |
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 | $197,036 | $80,753+144.0% | $136,294+44.6% | $62,292+216.3% |
| Participation rate | 96.4% | 73.5%+22.8pp | 81.9%+14.5pp | 69.5%+26.9pp |
| Annual return | 18.79% | 35.83%-17.0pp | 5155.94%-5137.1pp | 28.90%-10.1pp |
| Employer contribution / active EE | $384 | $2,884-86.7% | $4,695-91.8% | $2,042-81.2% |
| Participant deferral / active EE | $10,935 | $5,164+111.8% | $6,247+75.0% | $3,169+245.1% |
| Admin fee / account holder | $7 | $525-98.8% | $9,243-99.9% | $479-98.6% |