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 | $99,273 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $12,468 | $32,913-62.1% | $80,004-84.4% | $59,188-78.9% |
| Participation rate | 79.3% | 56.9%+22.5pp | 73.0%+6.3pp | 69.4%+9.9pp |
| Annual return | -0.36% | 1.16%-1.5pp | 7.63%-8.0pp | 5.51%-5.9pp |
| Employer contribution / active EE | $172 | $789-78.2% | $2,473-93.0% | $2,098-91.8% |
| Participant deferral / active EE | $845 | $1,686-49.9% | $3,204-73.6% | $3,265-74.1% |
| Admin fee / account holder | $52 | $40+28.9% | $5,033-99.0% | $92-44.0% |