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 30-0219031 | Recordkeeping | $11,699 |
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 | $68,785 | $59,186+16.2% | $76,768-10.4% | $56,287+22.2% |
| Participation rate | 98.4% | 75.2%+23.2pp | 77.0%+21.4pp | 69.9%+28.5pp |
| Annual return | -4.68% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $1,492 | $1,759-15.1% | $2,485-39.9% | $2,111-29.3% |
| Participant deferral / active EE | $4,024 | $3,255+23.6% | $3,852+4.5% | $3,350+20.1% |
| Admin fee / account holder | $85 | $489-82.5% | $6,675-98.7% | $521-83.6% |