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 21 · EIN 39-0394950 | Bank Trustee | $26,524 |
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 | $132,152 | $88,515+49.3% | $162,163-18.5% | $67,579+95.6% |
| Participation rate | 96.1% | 86.8%+9.3pp | 87.6%+8.5pp | 71.3%+24.8pp |
| Annual return | 32.68% | 27.04%+5.6pp | 115.59%-82.9pp | 378.56%-345.9pp |
| Employer contribution / active EE | $7,097 | $3,563+99.2% | $5,614+26.4% | $2,148+230.4% |
| Participant deferral / active EE | $8,300 | $5,724+45.0% | $7,298+13.7% | $3,539+134.5% |
| Admin fee / account holder | $79 | $124-36.2% | $10,843-99.3% | $142-44.5% |