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 | $136,036 |
Service code 26 · EIN 20-1090152 | Advisory (Participants) | $31,740 |
Employer contribution per participant 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 | $17,370 | $45,382-61.7% | $154,107-88.7% | $75,289-76.9% |
| Participation rate | 86.8% | 65.9%+20.9pp | 83.0%+3.7pp | 72.4%+14.3pp |
| Annual return | -5.40% | -0.47%-4.9pp | 735.12%-740.5pp | -0.04%-5.4pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $2,625 | $2,384+10.1% | $5,081-48.3% | $3,739-29.8% |
| Admin fee / account holder | $32 | $89-64.5% | $13,411-99.8% | $102-69.0% |