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 | $156 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $41,449 | $56,199-26.2% | $67,652-38.7% | $59,632-30.5% |
| Participation rate | 72.0% | 71.5%+0.6pp | 75.7%-3.6pp | 68.7%+3.4pp |
| Annual return | -2.26% | 18505.31%-18507.6pp | 6625.04%-6627.3pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $298 | $1,614-81.5% | $2,266-86.8% | $2,203-86.5% |
| Participant deferral / active EE | $2,836 | $2,844-0.3% | $3,560-20.3% | $3,192-11.1% |
| Admin fee / account holder | $2 | $3,958-99.9% | $4,821-100.0% | $4,297-99.9% |