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 | $17,726 |
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 | $105,927 | $73,638+43.8% | $95,952+10.4% | $73,488+44.1% |
| Participation rate | 84.9% | 76.2%+8.7pp | 77.1%+7.8pp | 70.7%+14.2pp |
| Annual return | 20.93% | 16.78%+4.2pp | 91.61%-70.7pp | 28.51%-7.6pp |
| Employer contribution / active EE | $1,631 | $1,863-12.5% | $2,541-35.8% | $2,270-28.2% |
| Participant deferral / active EE | $3,932 | $3,617+8.7% | $4,167-5.6% | $3,740+5.1% |
| Admin fee / account holder | $131 | $482-72.8% | $6,795-98.1% | $513-74.4% |