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 64 · EIN 04-2647786 | Recordkeeping Fees | $6,156 |
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 | $88,962 | $70,475+26.2% | $100,516-11.5% | $79,858+11.4% |
| Participation rate | 96.0% | 73.7%+22.3pp | 79.4%+16.6pp | 69.6%+26.4pp |
| Annual return | 23.71% | 21.90%+1.8pp | 30.89%-7.2pp | 31.71%-8.0pp |
| Employer contribution / active EE | $3,575 | $2,165+65.2% | $3,418+4.6% | $2,471+44.7% |
| Participant deferral / active EE | $12,703 | $5,181+145.2% | $6,270+102.6% | $3,740+239.6% |
| Admin fee / account holder | $71 | $4,478-98.4% | $8,081-99.1% | $5,306-98.7% |