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 13-3689044 | Recordkeeping | $56,592 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 15 · EIN 35-2091834 | Recordkeeping | $13,304 |
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 | $43,227 | $48,064-10.1% | $78,778-45.1% | $69,631-37.9% |
| Participation rate | 77.7% | 61.6%+16.2pp | 69.2%+8.6pp | 70.7%+7.1pp |
| Annual return | 17.22% | 21.81%-4.6pp | 35.62%-18.4pp | 27571.02%-27553.8pp |
| Employer contribution / active EE | $805 | $744+8.2% | $1,986-59.5% | $2,032-60.4% |
| Participant deferral / active EE | $2,807 | $2,079+35.0% | $2,958-5.1% | $3,224-12.9% |
| Admin fee / account holder | $58 | $152-61.9% | $5,134-98.9% | $110-47.5% |