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 8-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 52 · EIN 04-1590850 | Indirect Investment Fees | $2,905 |
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 | $73,113 | $43,550+67.9% | $63,517+15.1% | $52,331+39.7% |
| Participation rate | 79.3% | 65.7%+13.6pp | 71.0%+8.3pp | 68.1%+11.2pp |
| Annual return | 1.15% | 2.03%-0.9pp | -70.30%+71.4pp | 4.54%-3.4pp |
| Employer contribution / active EE | $818 | $1,351-39.4% | $2,322-64.8% | $1,882-56.5% |
| Participant deferral / active EE | $3,441 | $2,254+52.7% | $2,953+16.5% | $3,022+13.9% |
| Admin fee / account holder | $15 | $387-96.1% | $5,892-99.7% | $592-97.5% |