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 | $52,182 |
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 | $106,234 | $65,322+62.6% | $70,449+50.8% | $73,488+44.6% |
| Participation rate | 94.1% | 77.0%+17.1pp | 75.1%+19.0pp | 70.7%+23.4pp |
| Annual return | 16.87% | 15.71%+1.2pp | 109.03%-92.2pp | 28.51%-11.6pp |
| Employer contribution / active EE | $4,230 | $2,460+72.0% | $2,737+54.6% | $2,270+86.4% |
| Participant deferral / active EE | $4,759 | $3,375+41.0% | $3,709+28.3% | $3,740+27.3% |
| Admin fee / account holder | $5 | $214-97.9% | $3,845-99.9% | $513-99.1% |