Filed July 16, 2025
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 13-3689044 | Recordkeeping | $2,401 |
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 | $76,329 | $63,114+20.9% | $92,893-17.8% | $65,185+17.1% |
| Participation rate | 82.6% | 68.8%+13.8pp | 76.0%+6.6pp | 70.2%+12.4pp |
| Annual return | 24.98% | 28.75%-3.8pp | 109.41%-84.4pp | 29.38%-4.4pp |
| Employer contribution / active EE | $3,751 | $2,571+45.9% | $3,653+2.7% | $2,177+72.3% |
| Participant deferral / active EE | $3,402 | $3,108+9.5% | $4,236-19.7% | $3,514-3.2% |
| Admin fee / account holder | $15 | $624-97.5% | $5,794-99.7% | $847-98.2% |