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 | $1,136 |
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 | $101,921 | $57,976+75.8% | $62,995+61.8% | $62,292+63.6% |
| Participation rate | 87.1% | 75.9%+11.2pp | 74.8%+12.3pp | 69.5%+17.6pp |
| Annual return | 16.51% | 17.54%-1.0pp | 87.57%-71.1pp | 28.90%-12.4pp |
| Employer contribution / active EE | $3,623 | $2,415+50.1% | $2,759+31.3% | $2,042+77.4% |
| Participant deferral / active EE | $3,630 | $2,956+22.8% | $3,329+9.0% | $3,169+14.5% |
| Admin fee / account holder | $5 | $276-98.1% | $3,600-99.9% | $479-98.9% |