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 8-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 01-0233346 | Recordkeeping | $531 |
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 | $57,896 | $81,474-28.9% | $133,956-56.8% | $73,488-21.2% |
| Participation rate | 88.7% | 76.4%+12.3pp | 79.8%+8.9pp | 70.7%+18.0pp |
| Annual return | 13.01% | 19.40%-6.4pp | 45.09%-32.1pp | 28.51%-15.5pp |
| Employer contribution / active EE | $740 | $2,209-66.5% | $3,919-81.1% | $2,270-67.4% |
| Participant deferral / active EE | $4,541 | $3,786+19.9% | $5,048-10.0% | $3,740+21.4% |
| Admin fee / account holder | $16 | $713-97.8% | $8,927-99.8% | $513-97.0% |