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 26 · EIN 71-0294708 | Advisory (Participants) | $3,509 |
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 | $44,734 | $64,909-31.1% | $82,313-45.7% | $62,292-28.2% |
| Participation rate | 96.8% | 74.9%+21.9pp | 76.9%+19.9pp | 69.5%+27.3pp |
| Annual return | 18.32% | 21.18%-2.9pp | 25.88%-7.6pp | 28.90%-10.6pp |
| Employer contribution / active EE | $609 | $1,676-63.6% | $2,428-74.9% | $2,042-70.2% |
| Participant deferral / active EE | $2,100 | $3,103-32.3% | $3,706-43.3% | $3,169-33.7% |
| Admin fee / account holder | $20 | $440-95.4% | $5,608-99.6% | $479-95.8% |