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 14 · EIN 35-0472300 | Plan Administrator | $76,440 |
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 | $40,610 | $65,118-37.6% | $76,768-47.1% | $55,725-27.1% |
| Participation rate | 84.2% | 79.6%+4.6pp | 77.0%+7.3pp | 70.9%+13.4pp |
| Annual return | -6.23% | -1.27%-5.0pp | 2.43%-8.7pp | 244.93%-251.2pp |
| Employer contribution / active EE | $646 | $1,941-66.7% | $2,485-74.0% | $2,078-68.9% |
| Participant deferral / active EE | $2,287 | $3,688-38.0% | $3,852-40.6% | $3,356-31.8% |
| Admin fee / account holder | $225 | $116+94.0% | $6,675-96.6% | $115+95.1% |