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 25 · EIN 04-2647786 | Directed Trustee | $9,829 |
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 | $58,971 | $56,171+5.0% | $108,745-45.8% | $55,167+6.9% |
| Participation rate | 93.7% | 70.7%+23.0pp | 77.7%+16.0pp | 69.0%+24.7pp |
| Annual return | 5.26% | 214.86%-209.6pp | 46.22%-41.0pp | 169.23%-164.0pp |
| Employer contribution / active EE | $1,645 | $2,153-23.6% | $3,323-50.5% | $1,963-16.2% |
| Participant deferral / active EE | $3,513 | $3,437+2.2% | $5,121-31.4% | $3,054+15.0% |
| Admin fee / account holder | $75 | $302-75.1% | $6,144-98.8% | $504-85.1% |