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 | $788 |
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 | $51,391 | $43,075+19.3% | $74,583-31.1% | $62,891-18.3% |
| Participation rate | 85.4% | 58.1%+27.3pp | 68.1%+17.3pp | 69.3%+16.1pp |
| Annual return | 9.05% | 17.50%-8.5pp | 20.47%-11.4pp | 20.14%-11.1pp |
| Employer contribution / active EE | $0 | $1,498-100.0% | $2,525-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,874 | $2,389+104.0% | $3,458+40.9% | $3,203+52.2% |
| Admin fee / account holder | $4 | $2,840-99.8% | $4,138-99.9% | $4,296-99.9% |