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) | $2,164 |
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 | $42,676 | $44,734-4.6% | $99,443-57.1% | $67,579-36.9% |
| Participation rate | 89.8% | 66.2%+23.6pp | 73.8%+15.9pp | 71.3%+18.5pp |
| Annual return | 22.81% | 32.45%-9.6pp | 30.72%-7.9pp | 378.56%-355.7pp |
| Employer contribution / active EE | $1,169 | $1,261-7.2% | $2,540-54.0% | $2,148-45.5% |
| Participant deferral / active EE | $3,521 | $2,731+28.9% | $3,619-2.7% | $3,539-0.5% |
| Admin fee / account holder | $8 | $120-93.4% | $6,250-99.9% | $142-94.5% |