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 35-0145825 | Recordkeeping | $32,223 |
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 | $83,995 | $50,175+67.4% | $99,443-15.5% | $65,185+28.9% |
| Participation rate | 78.2% | 68.4%+9.8pp | 73.8%+4.3pp | 70.2%+8.0pp |
| Annual return | 25.01% | 25.36%-0.3pp | 30.72%-5.7pp | 29.38%-4.4pp |
| Employer contribution / active EE | $601 | $1,496-59.8% | $2,540-76.3% | $2,177-72.4% |
| Participant deferral / active EE | $2,454 | $2,748-10.7% | $3,619-32.2% | $3,514-30.2% |
| Admin fee / account holder | $1 | $398-99.7% | $6,250-100.0% | $847-99.9% |