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 16 · EIN 04-2647786 | Consulting | $94,497 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $315,137 | $174,559+80.5% | $105,387+199.0% | $67,579+366.3% |
| Participation rate | 98.1% | 88.2%+10.0pp | 82.6%+15.6pp | 71.3%+26.9pp |
| Annual return | 26.58% | 23.63%+3.0pp | 26.82%-0.2pp | 378.56%-352.0pp |
| Employer contribution / active EE | $7,782 | $4,874+59.7% | $4,213+84.7% | $2,148+262.3% |
| Participant deferral / active EE | $12,441 | $7,563+64.5% | $5,502+126.1% | $3,539+251.5% |
| Admin fee / account holder | $104 | $270-61.5% | $6,559-98.4% | $142-26.9% |