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 | $20 |
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 | $62,468 | $48,277+29.4% | $63,517-1.7% | $55,191+13.2% |
| Participation rate | 85.6% | 69.4%+16.2pp | 71.0%+14.5pp | 69.2%+16.4pp |
| Annual return | 1.75% | 2.37%-0.6pp | -70.30%+72.0pp | 10.78%-9.0pp |
| Employer contribution / active EE | $502 | $1,592-68.5% | $2,322-78.4% | $1,899-73.6% |
| Participant deferral / active EE | $3,347 | $2,432+37.6% | $2,953+13.3% | $3,046+9.9% |
| Admin fee / account holder | $0 | $86-99.9% | $5,892-100.0% | $91-99.9% |