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 26 · EIN 71-0294708 | Advisory (Participants) | $64,811 |
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 | $98,893 | $59,535+66.1% | $90,160+9.7% | $62,292+58.8% |
| Participation rate | 93.5% | 73.0%+20.5pp | 76.9%+16.6pp | 69.5%+24.0pp |
| Annual return | 19.33% | 23.53%-4.2pp | 34.88%-15.6pp | 28.90%-9.6pp |
| Employer contribution / active EE | $1,298 | $1,826-28.9% | $3,318-60.9% | $2,042-36.4% |
| Participant deferral / active EE | $7,445 | $4,639+60.5% | $5,288+40.8% | $3,169+134.9% |
| Admin fee / account holder | $229 | $337-32.1% | $5,943-96.2% | $479-52.3% |