Filed March 4, 2025
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 | $31,071 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,002 | $65,061-69.3% | $143,757-86.1% | $66,914-70.1% |
| Participation rate | 84.3% | 65.2%+19.1pp | 80.3%+4.0pp | 69.8%+14.5pp |
| Annual return | -14.17% | -11.14%-3.0pp | -0.04%-14.1pp | 1.58%-15.8pp |
| Employer contribution / active EE | $1,342 | $2,361-43.1% | $4,951-72.9% | $2,544-47.2% |
| Participant deferral / active EE | $2,474 | $2,919-15.3% | $5,637-56.1% | $4,237-41.6% |
| Admin fee / account holder | $23 | $502-95.4% | $14,673-99.8% | $593-96.1% |