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 51 · EIN 39-6040276 | Investment Mgmt Fees | $5,795 |
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 | $64,556 | $42,546+51.7% | $71,796-10.1% | $55,167+17.0% |
| Participation rate | 77.6% | 59.1%+18.5pp | 69.1%+8.5pp | 69.0%+8.7pp |
| Annual return | 8.98% | 12.36%-3.4pp | 78.04%-69.1pp | 169.23%-160.2pp |
| Employer contribution / active EE | $1,863 | $803+131.9% | $1,924-3.2% | $1,963-5.1% |
| Participant deferral / active EE | $3,608 | $2,064+74.8% | $2,794+29.1% | $3,054+18.1% |
| Admin fee / account holder | $40 | $650-93.9% | $4,815-99.2% | $504-92.1% |