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 04-1590850 | Indirect Investment Fees | $168,808 |
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 | $59,913 | $57,096+4.9% | $94,224-36.4% | $55,191+8.6% |
| Participation rate | 99.4% | 75.7%+23.7pp | 78.8%+20.6pp | 69.2%+30.3pp |
| Annual return | 5.09% | 159.65%-154.6pp | 10.68%-5.6pp | 10.78%-5.7pp |
| Employer contribution / active EE | $2,666 | $1,708+56.1% | $3,587-25.7% | $1,899+40.4% |
| Participant deferral / active EE | $3,397 | $3,165+7.3% | $4,320-21.4% | $3,046+11.5% |
| Admin fee / account holder | $176 | $89+97.3% | $6,269-97.2% | $91+93.9% |