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 15 · EIN 13-3689044 | Recordkeeping | $41,170 |
Annual investment return 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 | $26,268 | $85,135-69.1% | $98,907-73.4% | $73,409-64.2% |
| Participation rate | 81.3% | 81.1%+0.2pp | 76.0%+5.3pp | 72.2%+9.1pp |
| Annual return | 11.09% | 19.14%-8.0pp | 196.43%-185.3pp | 59.29%-48.2pp |
| Employer contribution / active EE | $1,376 | $2,721-49.4% | $2,689-48.8% | $2,234-38.4% |
| Participant deferral / active EE | $3,035 | $4,349-30.2% | $4,244-28.5% | $3,805-20.3% |
| Admin fee / account holder | $148 | $139+6.3% | $6,642-97.8% | $158-6.2% |