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 53 · EIN 41-0973005 | Insurance Commissions | $1,942 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $1,017 |
AMERICAN FUNDS4 years Service code 52 · EIN 52-0792143 | Indirect Investment Fees | $0 |
HARRIS4 years Service code 52 · EIN 52-2257782 | Indirect Investment Fees | $0 |
Annual investment return 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 | $90,888 | $81,474+11.6% | $133,956-32.2% | $73,488+23.7% |
| Participation rate | 73.4% | 76.4%-3.0pp | 79.8%-6.4pp | 70.7%+2.7pp |
| Annual return | 8.47% | 19.40%-10.9pp | 45.09%-36.6pp | 28.51%-20.0pp |
| Employer contribution / active EE | $1,097 | $2,209-50.3% | $3,919-72.0% | $2,270-51.7% |
| Participant deferral / active EE | $2,776 | $3,786-26.7% | $5,048-45.0% | $3,740-25.8% |
| Admin fee / account holder | $11 | $713-98.4% | $8,927-99.9% | $513-97.8% |