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 13 · EIN 42-0127290 | Contract Administrator | $2,599 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $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 | $95,266 | $72,277+31.8% | $101,248-5.9% | $79,858+19.3% |
| Participation rate | 85.9% | 68.5%+17.4pp | 75.8%+10.1pp | 69.6%+16.2pp |
| Annual return | 3.38% | 22.30%-18.9pp | 46.47%-43.1pp | 31.71%-28.3pp |
| Employer contribution / active EE | $1,457 | $2,692-45.9% | $3,660-60.2% | $2,471-41.0% |
| Participant deferral / active EE | $2,596 | $3,282-20.9% | $4,370-40.6% | $3,740-30.6% |
| Admin fee / account holder | $28 | $4,400-99.4% | $5,945-99.5% | $5,306-99.5% |