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 71-0294708 | Recordkeeping Fees | $2,050 |
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 | $40,208 | $91,111-55.9% | $84,015-52.1% | - |
| Participation rate | 75.8% | 59.1%+16.7pp | 69.0%+6.7pp | - |
| Annual return | 20.96% | 12.53%+8.4pp | 71.31%-50.3pp | - |
| Employer contribution / active EE | $0 | $769-100.0% | $1,983-100.0% | - |
| Participant deferral / active EE | $1,615 | $2,182-26.0% | $3,239-50.1% | - |
| Admin fee / account holder | $13 | $22,833-99.9% | $6,101-99.8% | - |