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 | $60,707 |
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 | $34,260 | $52,293-34.5% | $178,490-80.8% | $73,409-53.3% |
| Participation rate | 86.1% | 65.3%+20.7pp | 81.9%+4.2pp | 72.2%+13.9pp |
| Annual return | 2.49% | 34.75%-32.3pp | 151.07%-148.6pp | 59.29%-56.8pp |
| Employer contribution / active EE | $1,799 | $1,735+3.7% | $5,011-64.1% | $2,234-19.4% |
| Participant deferral / active EE | $1,741 | $2,332-25.4% | $5,202-66.5% | $3,805-54.3% |
| Admin fee / account holder | $52 | $127-59.3% | $13,984-99.6% | $158-67.1% |