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 47-0321480 | Recordkeeping and information managem... | $639 |
Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $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 | $55,723 | $52,884+5.4% | $84,750-34.2% | $55,167+1.0% |
| Participation rate | 86.3% | 67.5%+18.8pp | 76.6%+9.7pp | 69.0%+17.3pp |
| Annual return | 8.05% | 18.03%-10.0pp | 22.78%-14.7pp | 169.23%-161.2pp |
| Employer contribution / active EE | $2,125 | $2,233-4.9% | $3,574-40.5% | $1,963+8.3% |
| Participant deferral / active EE | $2,540 | $2,644-3.9% | $3,712-31.6% | $3,054-16.8% |
| Admin fee / account holder | $5 | $581-99.1% | $5,332-99.9% | $504-99.0% |