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 15 · EIN 01-0233346 | Recordkeeping | $1,695 |
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 | $43,496 | $37,196+16.9% | $154,107-71.8% | $55,725-21.9% |
| Participation rate | 81.3% | 64.1%+17.2pp | 83.0%-1.8pp | 70.9%+10.4pp |
| Annual return | -7.83% | 1319.68%-1327.5pp | 735.12%-742.9pp | 244.93%-252.8pp |
| Employer contribution / active EE | $811 | $1,614-49.8% | $5,298-84.7% | $2,078-61.0% |
| Participant deferral / active EE | $6,494 | $2,068+214.0% | $5,081+27.8% | $3,356+93.5% |
| Admin fee / account holder | $3 | $102-96.6% | $13,411-100.0% | $115-97.0% |