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 | $2,946 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $58,522 | $65,376-10.5% | $87,100-32.8% | $65,185-10.2% |
| Participation rate | 83.2% | 75.3%+7.9pp | 76.9%+6.3pp | 70.2%+13.0pp |
| Annual return | 27.76% | 31.27%-3.5pp | 28.19%-0.4pp | 29.38%-1.6pp |
| Employer contribution / active EE | $472 | $1,822-74.1% | $2,521-81.3% | $2,177-78.3% |
| Participant deferral / active EE | $1,784 | $3,388-47.4% | $4,049-55.9% | $3,514-49.2% |
| Admin fee / account holder | $38 | $520-92.7% | $7,497-99.5% | $847-95.5% |