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 |
|---|---|---|
CHAN AND JOSE LLP1 year Service code 10 · EIN 27-2494471 | Accounting | $7,500 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $2,345 |
Employer contribution per participant 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 | $59,741 | $57,354+4.2% | $83,848-28.8% | $64,186-6.9% |
| Participation rate | 86.0% | 68.6%+17.4pp | 76.1%+9.9pp | 69.6%+16.5pp |
| Annual return | -5.13% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $373 | $2,545-85.3% | $3,631-89.7% | $2,381-84.3% |
| Participant deferral / active EE | $3,920 | $2,993+31.0% | $4,082-4.0% | $3,470+13.0% |
| Admin fee / account holder | $79 | $4,046-98.0% | $5,478-98.6% | $4,888-98.4% |