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 | $33,739 |
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 | $55,772 | $73,638-24.3% | $95,952-41.9% | $73,488-24.1% |
| Participation rate | 98.9% | 76.2%+22.7pp | 77.1%+21.8pp | 70.7%+28.2pp |
| Annual return | 13.70% | 16.78%-3.1pp | 91.61%-77.9pp | 28.51%-14.8pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $3,148 | $3,617-13.0% | $4,167-24.5% | $3,740-15.8% |
| Admin fee / account holder | $119 | $482-75.3% | $6,795-98.2% | $513-76.8% |