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 01-0233346 | Recordkeeping | $30,027 |
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 | $45,709 | $58,726-22.2% | $92,233-50.4% | $62,292-26.6% |
| Participation rate | 84.1% | 68.3%+15.8pp | 76.5%+7.6pp | 69.5%+14.6pp |
| Annual return | 18.87% | 43.62%-24.7pp | 176.28%-157.4pp | 28.90%-10.0pp |
| Employer contribution / active EE | $6,377 | $2,392+166.6% | $3,679+73.3% | $2,042+212.3% |
| Participant deferral / active EE | $2,087 | $2,766-24.6% | $3,897-46.5% | $3,169-34.2% |
| Admin fee / account holder | $175 | $556-68.5% | $5,194-96.6% | $479-63.5% |