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 01-0233346 | Recordkeeping | $385 |
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 | $33,482 | $80,753-58.5% | $136,294-75.4% | $62,292-46.3% |
| Participation rate | 70.5% | 73.5%-3.0pp | 81.9%-11.4pp | 69.5%+1.0pp |
| Annual return | 18.35% | 35.83%-17.5pp | 5155.94%-5137.6pp | 28.90%-10.5pp |
| Employer contribution / active EE | $1,362 | $2,884-52.8% | $4,695-71.0% | $2,042-33.3% |
| Participant deferral / active EE | $4,061 | $5,164-21.4% | $6,247-35.0% | $3,169+28.1% |
| Admin fee / account holder | $4 | $525-99.2% | $9,243-100.0% | $479-99.1% |