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 62-1291257 | Recordkeeping | $44,498 |
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 | $33,586 | $62,928-46.6% | $172,739-80.6% | $67,579-50.3% |
| Participation rate | 84.8% | 64.5%+20.4pp | 82.6%+2.2pp | 71.3%+13.5pp |
| Annual return | 6.60% | 30.36%-23.8pp | 802.84%-796.2pp | 378.56%-372.0pp |
| Employer contribution / active EE | $1,725 | $1,636+5.4% | $5,143-66.5% | $2,148-19.7% |
| Participant deferral / active EE | $1,574 | $2,145-26.6% | $5,198-69.7% | $3,539-55.5% |
| Admin fee / account holder | $50 | $167-70.1% | $13,954-99.6% | $142-65.0% |