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 52 · EIN 04-1590850 | Indirect Investment Fees | $31,605 |
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 | $104,822 | $58,758+78.4% | $70,014+49.7% | $63,975+63.8% |
| Participation rate | 95.5% | 77.5%+18.0pp | 71.8%+23.7pp | 71.1%+24.4pp |
| Annual return | 8.50% | 18.05%-9.5pp | 12.99%-4.5pp | 48.65%-40.1pp |
| Employer contribution / active EE | $5,578 | $1,973+182.8% | $2,338+138.5% | $2,182+155.7% |
| Participant deferral / active EE | $5,422 | $2,912+86.2% | $2,931+85.0% | $3,356+61.6% |
| Admin fee / account holder | $26 | $71-63.5% | $4,380-99.4% | $70-63.2% |