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 | $72,553 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $26,637 | $74,024-64.0% | $77,999-65.8% | $57,658-53.8% |
| Participation rate | 92.9% | 79.7%+13.1pp | 75.5%+17.4pp | 70.2%+22.7pp |
| Annual return | 9.00% | 12.14%-3.1pp | 425.96%-417.0pp | 5.13%+3.9pp |
| Employer contribution / active EE | $514 | $2,365-78.3% | $2,470-79.2% | $1,974-74.0% |
| Participant deferral / active EE | $2,684 | $3,533-24.0% | $3,497-23.2% | $3,061-12.3% |
| Admin fee / account holder | $93 | $93+0.2% | $5,480-98.3% | $95-1.2% |