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 12 · EIN 04-2647786 | Trustee (directed); Other services; S... | $33,431 |
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 | $57,352 | $106,222-46.0% | $185,823-69.1% | $106,222-46.0% |
| Participation rate | 77.0% | 70.8%+6.2pp | 78.0%-1.1pp | 70.8%+6.2pp |
| Annual return | 14.66% | 21.69%-7.0pp | 35.95%-21.3pp | 21.69%-7.0pp |
| Employer contribution / active EE | $1,664 | $2,723-38.9% | $4,087-59.3% | $2,723-38.9% |
| Participant deferral / active EE | $2,865 | $4,600-37.7% | $5,632-49.1% | $4,600-37.7% |
| Admin fee / account holder | $0 | $78-99.5% | $9,500-100.0% | $78-99.5% |