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 |
|---|---|---|
15070.001 year Service code 10 · EIN 91-0189318 | Accounting | $23,805 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $357 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $133,572 | $62,586+113.4% | $76,768+74.0% | $64,186+108.1% |
| Participation rate | 79.7% | 72.8%+6.8pp | 77.0%+2.7pp | 69.6%+10.1pp |
| Annual return | -3.88% | -1.95%-1.9pp | 2.43%-6.3pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,822 | $1,832-0.5% | $2,485-26.7% | $2,381-23.5% |
| Participant deferral / active EE | $8,241 | $3,145+162.1% | $3,852+114.0% | $3,470+137.5% |
| Admin fee / account holder | $140 | $4,667-97.0% | $6,675-97.9% | $4,888-97.1% |