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 | $14,139 |
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 | $87,106 | $65,376+33.2% | $87,1000% | $65,185+33.6% |
| Participation rate | 98.4% | 75.3%+23.0pp | 76.9%+21.5pp | 70.2%+28.2pp |
| Annual return | 24.24% | 31.27%-7.0pp | 28.19%-4.0pp | 29.38%-5.1pp |
| Employer contribution / active EE | $1,768 | $1,822-3.0% | $2,521-29.9% | $2,177-18.8% |
| Participant deferral / active EE | $4,251 | $3,388+25.5% | $4,049+5.0% | $3,514+21.0% |
| Admin fee / account holder | $104 | $520-80.0% | $7,497-98.6% | $847-87.7% |