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 39-6040276 | Recordkeeping Fees | $2,555 |
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 | $76,275 | $49,138+55.2% | $84,015-9.2% | $65,185+17.0% |
| Participation rate | 70.0% | 60.7%+9.3pp | 69.0%+1.0pp | 70.2%-0.2pp |
| Annual return | 19.38% | 23.00%-3.6pp | 71.31%-51.9pp | 29.38%-10.0pp |
| Employer contribution / active EE | $1,542 | $914+68.7% | $1,983-22.3% | $2,177-29.2% |
| Participant deferral / active EE | $3,770 | $2,397+57.3% | $3,239+16.4% | $3,514+7.3% |
| Admin fee / account holder | $31 | $543-94.4% | $6,101-99.5% | $847-96.4% |