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 06-1050034 | Recordkeeping | $1,000 |
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 | $82,043 | $39,819+106.0% | $67,834+20.9% | $57,658+42.3% |
| Participation rate | 100.0% | 61.2%+38.8pp | 68.8%+31.2pp | 70.2%+29.8pp |
| Annual return | 5.57% | 9.19%-3.6pp | 138.47%-132.9pp | 5.13%+0.4pp |
| Employer contribution / active EE | $2,784 | $1,277+118.0% | $2,403+15.8% | $1,974+41.0% |
| Participant deferral / active EE | $4,155 | $2,209+88.0% | $3,160+31.5% | $3,061+35.7% |
| Admin fee / account holder | $4 | $84-95.7% | $4,622-99.9% | $95-96.2% |