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 | $12,800 |
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 | $48,858 | $65,041-24.9% | $90,951-46.3% | $79,858-38.8% |
| Participation rate | 75.8% | 61.6%+14.2pp | 69.0%+6.8pp | 69.6%+6.2pp |
| Annual return | 15.13% | 30.45%-15.3pp | 134.60%-119.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $0 | $1,247-100.0% | $2,122-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,706 | $2,512-32.1% | $3,373-49.4% | $3,740-54.4% |
| Admin fee / account holder | $83 | $4,536-98.2% | $5,959-98.6% | $5,306-98.4% |