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 15 · EIN 35-0145825 | Recordkeeping | $5,066 |
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 | $13,693 | $52,953-74.1% | $172,739-92.1% | $65,185-79.0% |
| Participation rate | 81.5% | 66.2%+15.3pp | 82.6%-1.2pp | 70.2%+11.3pp |
| Annual return | 6.30% | 30.12%-23.8pp | 802.84%-796.5pp | 29.38%-23.1pp |
| Employer contribution / active EE | $1,213 | $2,190-44.6% | $5,143-76.4% | $2,177-44.3% |
| Participant deferral / active EE | $2,021 | $2,471-18.2% | $5,198-61.1% | $3,514-42.5% |
| Admin fee / account holder | $26 | $472-94.4% | $13,954-99.8% | $847-96.9% |