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 |
|---|---|---|
ANTHONY & TABB PA2+ years Service code 10 · EIN 56-1717557 | Accounting | $7,000 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH & MANAGEMENT CO. Service code 25 · EIN 95-1411037 | Directed Trustee | $5,175 |
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 | $35,317 | $42,546-17.0% | $71,796-50.8% | $55,167-36.0% |
| Participation rate | 73.5% | 59.1%+14.4pp | 69.1%+4.4pp | 69.0%+4.5pp |
| Annual return | 6.76% | 12.36%-5.6pp | 78.04%-71.3pp | 169.23%-162.5pp |
| Employer contribution / active EE | $790 | $803-1.6% | $1,924-58.9% | $1,963-59.7% |
| Participant deferral / active EE | $2,328 | $2,064+12.8% | $2,794-16.7% | $3,054-23.8% |
| Admin fee / account holder | $59 | $650-90.9% | $4,815-98.8% | $504-88.3% |