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 | $97,504 |
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 | $13,617 | $35,600-61.7% | $87,507-84.4% | $63,975-78.7% |
| Participation rate | 79.0% | 56.1%+22.9pp | 73.8%+5.2pp | 71.1%+7.9pp |
| Annual return | 6.11% | 17.86%-11.7pp | 12.21%-6.1pp | 48.65%-42.5pp |
| Employer contribution / active EE | $179 | $854-79.1% | $2,550-93.0% | $2,182-91.8% |
| Participant deferral / active EE | $880 | $1,660-47.0% | $3,149-72.0% | $3,356-73.8% |
| Admin fee / account holder | $52 | $51+3.4% | $4,221-98.8% | $70-25.5% |