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 99 · EIN 25-1409703 | Other Fees | $13,384 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $49,039 | $74,024-33.8% | $77,999-37.1% | $57,658-14.9% |
| Participation rate | 75.5% | 79.7%-4.3pp | 75.5%-0.1pp | 70.2%+5.2pp |
| Annual return | 4.38% | 12.14%-7.8pp | 425.96%-421.6pp | 5.13%-0.7pp |
| Employer contribution / active EE | $857 | $2,365-63.7% | $2,470-65.3% | $1,974-56.6% |
| Participant deferral / active EE | $3,212 | $3,533-9.1% | $3,497-8.2% | $3,061+4.9% |
| Admin fee / account holder | $22 | $93-76.4% | $5,480-99.6% | $95-76.8% |