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 | $1,063 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $45,107 | $39,798+13.3% | $67,711-33.4% | $59,632-24.4% |
| Participation rate | 85.7% | 57.4%+28.4pp | 67.5%+18.2pp | 68.7%+17.0pp |
| Annual return | -1.24% | 89.94%-91.2pp | 25.41%-26.6pp | 2041.28%-2042.5pp |
| Employer contribution / active EE | $0 | $1,393-100.0% | $2,559-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $4,336 | $2,335+85.7% | $3,585+21.0% | $3,192+35.9% |
| Admin fee / account holder | $5 | $3,212-99.8% | $4,255-99.9% | $4,297-99.9% |