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 60 · EIN 04-2647786 | Sub-TA Fees | $1,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $28,268 | $71,666-60.6% | $117,854-76.0% | $69,631-59.4% |
| Participation rate | 79.4% | 77.5%+1.9pp | 79.7%-0.2pp | 70.7%+8.7pp |
| Annual return | 19.90% | 18.86%+1.0pp | 335.08%-315.2pp | 27571.02%-27551.1pp |
| Employer contribution / active EE | $1,018 | $1,889-46.1% | $3,786-73.1% | $2,032-49.9% |
| Participant deferral / active EE | $2,711 | $3,340-18.8% | $4,482-39.5% | $3,224-15.9% |
| Admin fee / account holder | $2 | $120-98.1% | $8,020-100.0% | $110-98.0% |