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 12 · EIN 13-3689044 | Shareholder servicing fees; Sales loa... | $9,461 |
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 | $39,073 | $50,464-22.6% | $75,781-48.4% | $52,331-25.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | -0.54% | 1.03%-1.6pp | 9.68%-10.2pp | 4.54%-5.1pp |
| Employer contribution / active EE | $984 | $1,988-50.5% | $3,323-70.4% | $1,882-47.7% |
| Participant deferral / active EE | $2,114 | $2,570-17.7% | $3,651-42.1% | $3,022-30.0% |
| Admin fee / account holder | $37 | $1,103-96.7% | $5,299-99.3% | $592-93.8% |