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 9-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 64 · EIN 71-0294708 | Recordkeeping Fees | $1,900 |
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 | $73,149 | $50,666+44.4% | $76,817-4.8% | $65,185+12.2% |
| Participation rate | 93.4% | 68.8%+24.6pp | 72.1%+21.3pp | 70.2%+23.2pp |
| Annual return | 20.28% | 28.51%-8.2pp | 1166.11%-1145.8pp | 29.38%-9.1pp |
| Employer contribution / active EE | $1,524 | $1,575-3.3% | $2,302-33.8% | $2,177-30.0% |
| Participant deferral / active EE | $6,043 | $2,647+128.3% | $3,336+81.1% | $3,514+72.0% |
| Admin fee / account holder | $8 | $463-98.2% | $6,420-99.9% | $847-99.0% |