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 52 · EIN 04-1590850 | Indirect Investment Fees | $1,007 |
Employer contribution per participant 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 | $29,615 | $51,244-42.2% | $80,975-63.4% | $55,167-46.3% |
| Participation rate | 78.8% | 71.7%+7.1pp | 75.8%+3.0pp | 69.0%+9.8pp |
| Annual return | 12.75% | 17.39%-4.6pp | 17.10%-4.4pp | 169.23%-156.5pp |
| Employer contribution / active EE | $0 | $1,770-100.0% | $3,714-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $9,008 | $4,418+103.9% | $5,696+58.1% | $3,054+195.0% |
| Admin fee / account holder | $5 | $398-98.8% | $5,516-99.9% | $504-99.1% |