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 | $2,554 |
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 | $118,199 | $52,467+125.3% | $57,179+106.7% | $55,167+114.3% |
| Participation rate | 73.4% | 75.8%-2.4pp | 75.3%-1.9pp | 69.0%+4.5pp |
| Annual return | 8.27% | 7.72%+0.6pp | 14.59%-6.3pp | 169.23%-161.0pp |
| Employer contribution / active EE | $6,252 | $2,477+152.4% | $2,682+133.1% | $1,963+218.6% |
| Participant deferral / active EE | $3,687 | $2,830+30.3% | $3,096+19.1% | $3,054+20.7% |
| Admin fee / account holder | $15 | $269-94.4% | $3,139-99.5% | $504-97.0% |