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 | $1,848 |
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 | $48,576 | $63,924-24.0% | $108,579-55.3% | $55,167-11.9% |
| Participation rate | 91.2% | 74.3%+16.8pp | 79.6%+11.6pp | 69.0%+22.2pp |
| Annual return | 6.62% | 15.31%-8.7pp | -51.70%+58.3pp | 169.23%-162.6pp |
| Employer contribution / active EE | $732 | $1,879-61.0% | $3,758-80.5% | $1,963-62.7% |
| Participant deferral / active EE | $2,783 | $3,067-9.2% | $4,311-35.4% | $3,054-8.9% |
| Admin fee / account holder | $13 | $618-97.8% | $7,645-99.8% | $504-97.3% |