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 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $40,230 | $48,064-16.3% | $78,778-48.9% | $69,631-42.2% |
| Participation rate | 86.5% | 61.6%+24.9pp | 69.2%+17.3pp | 70.7%+15.8pp |
| Annual return | 16.83% | 21.81%-5.0pp | 35.62%-18.8pp | 27571.02%-27554.2pp |
| Employer contribution / active EE | $701 | $744-5.8% | $1,986-64.7% | $2,032-65.5% |
| Participant deferral / active EE | $2,687 | $2,079+29.3% | $2,958-9.2% | $3,224-16.6% |
| Admin fee / account holder | $48 | $152-68.5% | $5,134-99.1% | $110-56.6% |