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 | $13,100 |
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 | $67,594 | $57,096+18.4% | $94,224-28.3% | $55,191+22.5% |
| Participation rate | 89.4% | 75.7%+13.8pp | 78.8%+10.7pp | 69.2%+20.3pp |
| Annual return | -0.36% | 159.65%-160.0pp | 10.68%-11.0pp | 10.78%-11.1pp |
| Employer contribution / active EE | $1,653 | $1,708-3.2% | $3,587-53.9% | $1,899-13.0% |
| Participant deferral / active EE | $2,431 | $3,165-23.2% | $4,320-43.7% | $3,046-20.2% |
| Admin fee / account holder | $10 | $89-88.9% | $6,269-99.8% | $91-89.1% |