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 | $12,488 |
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 | $51,630 | $48,076+7.4% | $78,689-34.4% | $62,891-17.9% |
| Participation rate | 92.1% | 65.2%+26.9pp | 73.6%+18.6pp | 69.3%+22.8pp |
| Annual return | 8.37% | 31.35%-23.0pp | 62.18%-53.8pp | 20.14%-11.8pp |
| Employer contribution / active EE | $5,408 | $2,015+168.4% | $2,851+89.7% | $2,281+137.1% |
| Participant deferral / active EE | $6,716 | $2,588+159.5% | $3,517+91.0% | $3,203+109.7% |
| Admin fee / account holder | $3 | $3,207-99.9% | $4,510-99.9% | $4,296-99.9% |