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 64 · EIN 04-2647786 | Recordkeeping Fees | $7,130 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $65,000 | $89,739-27.6% | $149,718-56.6% | $62,292+4.3% |
| Participation rate | 77.3% | 85.1%-7.8pp | 87.1%-9.8pp | 69.5%+7.8pp |
| Annual return | 17.86% | 21.01%-3.2pp | 1501.63%-1483.8pp | 28.90%-11.0pp |
| Employer contribution / active EE | $1,150 | $3,233-64.4% | $5,445-78.9% | $2,042-43.7% |
| Participant deferral / active EE | $2,652 | $4,797-44.7% | $6,569-59.6% | $3,169-16.3% |
| Admin fee / account holder | $68 | $551-87.7% | $11,283-99.4% | $479-85.8% |