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 27 · EIN 61-1732930 | Advisory (Plan) | $0 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $104,009 | $433,938-76.0% | $171,082-39.2% | - |
| Participation rate | 84.8% | 60.7%+24.2pp | 76.7%+8.2pp | - |
| Annual return | 6.02% | 6.86%-0.8pp | 32.56%-26.5pp | - |
| Employer contribution / active EE | $3,139 | $1,169+168.7% | $4,002-21.6% | - |
| Participant deferral / active EE | $6,709 | $2,929+129.1% | $4,797+39.9% | - |
| Admin fee / account holder | $9 | $26,981-100.0% | $8,520-99.9% | - |