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 04-2530412 | Other Fees | $6,334 |
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 | $28,638 | $36,916-22.4% | $156,549-81.7% | $57,658-50.3% |
| Participation rate | 76.6% | 63.4%+13.2pp | 84.0%-7.4pp | 70.2%+6.4pp |
| Annual return | 7.09% | 12.38%-5.3pp | 32.23%-25.1pp | 5.13%+2.0pp |
| Employer contribution / active EE | $2,230 | $1,571+42.0% | $5,501-59.5% | $1,974+13.0% |
| Participant deferral / active EE | $589 | $1,926-69.4% | $4,871-87.9% | $3,061-80.7% |
| Admin fee / account holder | $19 | $82-77.1% | $13,027-99.9% | $95-80.0% |