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 | $19,204 |
Employer contribution per participant 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 | $88,556 | $73,102+21.1% | $123,544-28.3% | $56,287+57.3% |
| Participation rate | 91.6% | 74.3%+17.3pp | 82.3%+9.3pp | 69.9%+21.8pp |
| Annual return | -3.08% | 3.01%-6.1pp | 119.20%-122.3pp | -9.96%+6.9pp |
| Employer contribution / active EE | $441 | $2,977-85.2% | $4,628-90.5% | $2,111-79.1% |
| Participant deferral / active EE | $5,742 | $5,423+5.9% | $6,426-10.6% | $3,350+71.4% |
| Admin fee / account holder | $2 | $554-99.6% | $9,284-100.0% | $521-99.5% |