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 52 · EIN 04-1590850 | Indirect Investment Fees | $23,320 |
AMERICAN FUNDS1 year Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
BARON1 year Service code 52 · EIN 13-3806818 | Indirect Investment Fees | $0 |
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 | $104,732 | $59,186+77.0% | $76,768+36.4% | $56,287+86.1% |
| Participation rate | 95.9% | 75.2%+20.6pp | 77.0%+18.9pp | 69.9%+26.0pp |
| Annual return | 10.22% | 6.62%+3.6pp | 2.43%+7.8pp | -9.96%+20.2pp |
| Employer contribution / active EE | $2,946 | $1,759+67.5% | $2,485+18.5% | $2,111+39.6% |
| Participant deferral / active EE | $4,965 | $3,255+52.5% | $3,852+28.9% | $3,350+48.2% |
| Admin fee / account holder | $126 | $489-74.2% | $6,675-98.1% | $521-75.8% |