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 | $62,603 |
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 | $47,044 | $79,519-40.8% | $95,952-51.0% | $73,409-35.9% |
| Participation rate | 93.5% | 81.2%+12.3pp | 77.1%+16.5pp | 72.2%+21.4pp |
| Annual return | 15.20% | 19.20%-4.0pp | 91.61%-76.4pp | 59.29%-44.1pp |
| Employer contribution / active EE | $824 | $2,048-59.8% | $2,541-67.6% | $2,234-63.1% |
| Participant deferral / active EE | $3,417 | $4,138-17.4% | $4,167-18.0% | $3,805-10.2% |
| Admin fee / account holder | $265 | $184+43.6% | $6,795-96.1% | $158+67.7% |