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 | $2,948 |
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 | $71,361 | $73,638-3.1% | $95,952-25.6% | $73,488-2.9% |
| Participation rate | 88.5% | 76.2%+12.3pp | 77.1%+11.4pp | 70.7%+17.8pp |
| Annual return | 26.99% | 16.78%+10.2pp | 91.61%-64.6pp | 28.51%-1.5pp |
| Employer contribution / active EE | $520 | $1,863-72.1% | $2,541-79.5% | $2,270-77.1% |
| Participant deferral / active EE | $1,901 | $3,617-47.5% | $4,167-54.4% | $3,740-49.2% |
| Admin fee / account holder | $35 | $482-92.8% | $6,795-99.5% | $513-93.2% |