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 15 · EIN 16-1450952 | Recordkeeping | $50,696 |
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 | $34,475 | $65,223-47.1% | $80,019-56.9% | $55,725-38.1% |
| Participation rate | 89.4% | 80.6%+8.8pp | 75.8%+13.5pp | 70.9%+18.5pp |
| Annual return | -4.77% | 7.59%-12.4pp | 11.22%-16.0pp | 244.93%-249.7pp |
| Employer contribution / active EE | $757 | $2,544-70.2% | $2,468-69.3% | $2,078-63.6% |
| Participant deferral / active EE | $2,432 | $3,881-37.3% | $3,686-34.0% | $3,356-27.5% |
| Admin fee / account holder | $172 | $114+50.4% | $6,521-97.4% | $115+49.2% |