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 13-3646501 | Recordkeeping | $1,342 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,755 | $99,957-53.2% | $149,696-68.8% | $73,488-36.4% |
| Participation rate | 82.0% | 75.7%+6.3pp | 82.5%-0.5pp | 70.7%+11.3pp |
| Annual return | 19.05% | 53.87%-34.8pp | 276.60%-257.6pp | 28.51%-9.5pp |
| Employer contribution / active EE | $928 | $3,191-70.9% | $4,644-80.0% | $2,270-59.1% |
| Participant deferral / active EE | $4,207 | $6,073-30.7% | $6,842-38.5% | $3,740+12.5% |
| Admin fee / account holder | $34 | $551-93.8% | $9,309-99.6% | $513-93.3% |