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 64 · EIN 04-2647786 | Recordkeeping Fees | $38,298 |
Service code 27 · EIN 82-0560956 | Advisory (Plan) | $20,000 |
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 | $31,362 | $65,118-51.8% | $76,768-59.1% | $55,725-43.7% |
| Participation rate | 95.9% | 79.6%+16.3pp | 77.0%+18.9pp | 70.9%+25.0pp |
| Annual return | -5.89% | -1.27%-4.6pp | 2.43%-8.3pp | 244.93%-250.8pp |
| Employer contribution / active EE | $859 | $1,941-55.8% | $2,485-65.4% | $2,078-58.7% |
| Participant deferral / active EE | $3,125 | $3,688-15.3% | $3,852-18.9% | $3,356-6.9% |
| Admin fee / account holder | $183 | $116+57.7% | $6,675-97.3% | $115+58.7% |