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 | $4,100 |
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 | $65,487 | $62,267+5.2% | $110,238-40.6% | $55,725+17.5% |
| Participation rate | 90.7% | 78.1%+12.6pp | 79.8%+10.9pp | 70.9%+19.9pp |
| Annual return | -5.29% | -1.07%-4.2pp | 314.74%-320.0pp | 244.93%-250.2pp |
| Employer contribution / active EE | $1,885 | $1,941-2.9% | $3,826-50.8% | $2,078-9.3% |
| Participant deferral / active EE | $2,744 | $3,516-21.9% | $4,672-41.3% | $3,356-18.2% |
| Admin fee / account holder | $8 | $121-93.0% | $8,547-99.9% | $115-92.7% |