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 26 · EIN 71-0294708 | Advisory (Participants) | $1,109 |
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 | $42,363 | $45,825-7.6% | $90,645-53.3% | $56,287-24.7% |
| Participation rate | 93.0% | 66.7%+26.3pp | 74.0%+19.0pp | 69.9%+23.2pp |
| Annual return | -6.96% | 38.64%-45.6pp | 1.88%-8.8pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,040 | $1,372-24.2% | $2,532-58.9% | $2,111-50.7% |
| Participant deferral / active EE | $3,374 | $2,562+31.7% | $3,425-1.5% | $3,350+0.7% |
| Admin fee / account holder | $5 | $413-98.7% | $4,994-99.9% | $521-99.0% |