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 19 · EIN 51-0396365 | Securities Custodian | $150 |
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 | $20,408 | $47,456-57.0% | $172,739-88.2% | $77,787-73.8% |
| Participation rate | 94.2% | 66.3%+27.9pp | 82.6%+11.5pp | 73.2%+21.0pp |
| Annual return | 20.41% | 35.57%-15.2pp | 802.84%-782.4pp | 32.57%-12.2pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $3,036 | $2,560+18.6% | $5,198-41.6% | $3,967-23.5% |
| Admin fee / account holder | $18 | $81-78.2% | $13,954-99.9% | $100-82.4% |