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 35-0145825 | Indirect Investment Fees | $42,784 |
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 | $38,703 | $66,302-41.6% | $110,238-64.9% | $56,287-31.2% |
| Participation rate | 86.7% | 74.9%+11.8pp | 79.8%+6.9pp | 69.9%+16.9pp |
| Annual return | -4.75% | -1.18%-3.6pp | 314.74%-319.5pp | -9.96%+5.2pp |
| Employer contribution / active EE | $266 | $2,047-87.0% | $3,826-93.0% | $2,111-87.4% |
| Participant deferral / active EE | $2,714 | $3,381-19.7% | $4,672-41.9% | $3,350-19.0% |
| Admin fee / account holder | $250 | $698-64.2% | $8,547-97.1% | $521-52.0% |