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 | $1,775 |
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 | $73,181 | $46,173+58.5% | $170,442-57.1% | $69,631+5.1% |
| Participation rate | 96.2% | 63.9%+32.3pp | 83.6%+12.6pp | 70.7%+25.5pp |
| Annual return | 15.67% | 21.62%-6.0pp | 205.93%-190.3pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $4,932 | $1,610+206.4% | $5,433-9.2% | $2,032+142.7% |
| Participant deferral / active EE | $5,307 | $2,080+155.1% | $4,939+7.4% | $3,224+64.6% |
| Admin fee / account holder | $3 | $116-97.3% | $13,880-100.0% | $110-97.2% |