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 01-0233346 | Recordkeeping | $1,202 |
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 | $23,407 | $46,297-49.4% | $71,671-67.3% | $62,292-62.4% |
| Participation rate | 100.0% | 60.6%+39.4pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 20.47% | 22.32%-1.9pp | 20.65%-0.2pp | 28.90%-8.4pp |
| Employer contribution / active EE | $2,384 | $1,412+68.9% | $2,460-3.1% | $2,042+16.7% |
| Participant deferral / active EE | $4,190 | $2,235+87.4% | $3,438+21.9% | $3,169+32.2% |
| Admin fee / account holder | $176 | $461-61.7% | $5,558-96.8% | $479-63.2% |