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 49 · EIN 52-2114207 | Other Services | $13,291 |
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 | $102,522 | $75,183+36.4% | $123,892-17.2% | $55,167+85.8% |
| Participation rate | 80.3% | 72.8%+7.4pp | 81.4%-1.2pp | 69.0%+11.3pp |
| Annual return | 8.53% | 19.01%-10.5pp | 47.52%-39.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $715 | $2,823-74.7% | $4,617-84.5% | $1,963-63.6% |
| Participant deferral / active EE | $5,894 | $5,084+15.9% | $5,984-1.5% | $3,054+93.0% |
| Admin fee / account holder | $29 | $663-95.7% | $8,357-99.7% | $504-94.3% |