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 9-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 30-0219031 | Recordkeeping | $14,034 |
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 | $42,926 | $65,376-34.3% | $87,100-50.7% | $65,185-34.1% |
| Participation rate | 98.0% | 75.3%+22.7pp | 76.9%+21.2pp | 70.2%+27.8pp |
| Annual return | 20.55% | 31.27%-10.7pp | 28.19%-7.6pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,383 | $1,822-24.1% | $2,521-45.1% | $2,177-36.5% |
| Participant deferral / active EE | $2,708 | $3,388-20.1% | $4,049-33.1% | $3,514-22.9% |
| Admin fee / account holder | $40 | $520-92.3% | $7,497-99.5% | $847-95.3% |