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 06-1050034 | Recordkeeping | $710 |
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 | $44,468 | $60,349-26.3% | $74,183-40.1% | $62,891-29.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 12.53% | 21.37%-8.8pp | 17.74%-5.2pp | 20.14%-7.6pp |
| Employer contribution / active EE | $735 | $1,680-56.3% | $2,370-69.0% | $2,281-67.8% |
| Participant deferral / active EE | $4,430 | $2,856+55.1% | $3,550+24.8% | $3,203+38.3% |
| Admin fee / account holder | $8 | $4,261-99.8% | $5,586-99.9% | $4,296-99.8% |