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 10 · EIN 13-0048324 | Accounting | $38,005 |
Service code 15 · EIN 13-5674085 | Recordkeeping | $12,135 |
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 | $171,323 | $80,177+113.7% | $123,892+38.3% | $57,658+197.1% |
| Participation rate | 74.2% | 74.4%-0.2pp | 81.4%-7.2pp | 70.2%+4.0pp |
| Annual return | 7.83% | 17.90%-10.1pp | 47.52%-39.7pp | 5.13%+2.7pp |
| Employer contribution / active EE | $1,763 | $2,913-39.5% | $4,617-61.8% | $1,974-10.7% |
| Participant deferral / active EE | $9,901 | $5,130+93.0% | $5,984+65.5% | $3,061+223.5% |
| Admin fee / account holder | $58 | $106-45.6% | $8,357-99.3% | $95-38.8% |