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 | Claims processing; Securities brokera... | $10,660 |
Service code 33 · EIN 13-4046432 | Sub-transfer agency fees; Securities ... | $0 |
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 | $56,207 | $47,977+17.2% | $154,107-63.5% | $56,287-0.1% |
| Participation rate | 90.2% | 66.2%+24.0pp | 83.0%+7.2pp | 69.9%+20.3pp |
| Annual return | -30.22% | 3.54%-33.8pp | 735.12%-765.3pp | -9.96%-20.3pp |
| Employer contribution / active EE | $1,971 | $2,169-9.1% | $5,298-62.8% | $2,111-6.6% |
| Participant deferral / active EE | $3,366 | $2,392+40.7% | $5,081-33.8% | $3,350+0.5% |
| Admin fee / account holder | $88 | $438-79.9% | $13,411-99.3% | $521-83.1% |