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 49 · EIN 04-1590850 | Other Services | $5,659 |
INVESCO1 year Service code 52 · EIN 84-1073463 | Indirect Investment Fees | $0 |
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 | $94,589 | $65,376+44.7% | $87,100+8.6% | $65,185+45.1% |
| Participation rate | 98.4% | 75.3%+23.1pp | 76.9%+21.5pp | 70.2%+28.2pp |
| Annual return | 20.24% | 31.27%-11.0pp | 28.19%-8.0pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,032 | $1,822-43.4% | $2,521-59.1% | $2,177-52.6% |
| Participant deferral / active EE | $4,238 | $3,388+25.1% | $4,049+4.7% | $3,514+20.6% |
| Admin fee / account holder | $25 | $520-95.1% | $7,497-99.7% | $847-97.0% |