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 | $16,966 |
Service code 99 · EIN 04-2675571 | Other Fees | $16,633 |
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 | $54,213 | $75,284-28.0% | $91,001-40.4% | $69,631-22.1% |
| Participation rate | 76.0% | 80.4%-4.4pp | 75.6%+0.4pp | 70.7%+5.4pp |
| Annual return | 16.65% | 48.40%-31.8pp | 4.60%+12.0pp | 27571.02%-27554.4pp |
| Employer contribution / active EE | $721 | $2,473-70.8% | $2,456-70.6% | $2,032-64.5% |
| Participant deferral / active EE | $3,175 | $3,700-14.2% | $3,547-10.5% | $3,224-1.5% |
| Admin fee / account holder | $37 | $111-66.8% | $5,417-99.3% | $110-66.8% |