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 35-0145825 | Recordkeeping | $27,762 |
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 | $34,211 | $78,422-56.4% | $95,952-64.3% | $79,858-57.2% |
| Participation rate | 80.6% | 73.5%+7.2pp | 77.1%+3.6pp | 69.6%+11.0pp |
| Annual return | 11.21% | 19.37%-8.2pp | 91.61%-80.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $834 | $1,945-57.1% | $2,541-67.2% | $2,471-66.3% |
| Participant deferral / active EE | $2,300 | $3,440-33.1% | $4,167-44.8% | $3,740-38.5% |
| Admin fee / account holder | $12 | $5,622-99.8% | $6,795-99.8% | $5,306-99.8% |