Filed March 6, 2026
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 64 · EIN 04-2647786 | Recordkeeping Fees | $1,299 |
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 | $156,120 | $60,795+156.8% | $69,455+124.8% | $65,185+139.5% |
| Participation rate | 94.2% | 74.9%+19.4pp | 74.6%+19.6pp | 70.2%+24.0pp |
| Annual return | 22.80% | 17.46%+5.3pp | 28.97%-6.2pp | 29.38%-6.6pp |
| Employer contribution / active EE | $4,121 | $2,452+68.1% | $2,779+48.3% | $2,177+89.3% |
| Participant deferral / active EE | $10,639 | $3,162+236.5% | $3,535+200.9% | $3,514+202.8% |
| Admin fee / account holder | $31 | $314-90.1% | $3,839-99.2% | $847-96.3% |