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 5-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 01-0233346 | Recordkeeping | $750 |
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 | $61,210 | $66,813-8.4% | $100,516-39.1% | $73,488-16.7% |
| Participation rate | 97.4% | 77.5%+20.0pp | 79.4%+18.0pp | 70.7%+26.8pp |
| Annual return | 0.00% | 25.70%-25.7pp | 30.89%-30.9pp | 28.51%-28.5pp |
| Employer contribution / active EE | $4,162 | $2,147+93.9% | $3,418+21.8% | $2,270+83.4% |
| Participant deferral / active EE | $8,225 | $5,883+39.8% | $6,270+31.2% | $3,740+119.9% |
| Admin fee / account holder | $89 | $512-82.7% | $8,081-98.9% | $513-82.7% |