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 | $450 |
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 | $109,641 | $80,753+35.8% | $136,294-19.6% | $62,292+76.0% |
| Participation rate | 94.0% | 73.5%+20.5pp | 81.9%+12.1pp | 69.5%+24.5pp |
| Annual return | 22.58% | 35.83%-13.3pp | 5155.94%-5133.4pp | 28.90%-6.3pp |
| Employer contribution / active EE | $5,628 | $2,884+95.2% | $4,695+19.9% | $2,042+175.6% |
| Participant deferral / active EE | $15,066 | $5,164+191.7% | $6,247+141.2% | $3,169+375.4% |
| Admin fee / account holder | $3 | $525-99.4% | $9,243-100.0% | $479-99.4% |