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 64 · EIN 71-0294708 | Recordkeeping Fees | $850 |
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 | $80,079 | $75,183+6.5% | $123,892-35.4% | $55,167+45.2% |
| Participation rate | 96.5% | 72.8%+23.7pp | 81.4%+15.1pp | 69.0%+27.5pp |
| Annual return | 12.71% | 19.01%-6.3pp | 47.52%-34.8pp | 169.23%-156.5pp |
| Employer contribution / active EE | $6,083 | $2,823+115.4% | $4,617+31.7% | $1,963+209.9% |
| Participant deferral / active EE | $13,732 | $5,084+170.1% | $5,984+129.5% | $3,054+349.6% |
| Admin fee / account holder | $6 | $663-99.2% | $8,357-99.9% | $504-98.9% |