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 | $1,143 |
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 | $15,576 | $52,953-70.6% | $172,739-91.0% | $65,185-76.1% |
| Participation rate | 72.3% | 66.2%+6.1pp | 82.6%-10.4pp | 70.2%+2.1pp |
| Annual return | 18.83% | 30.12%-11.3pp | 802.84%-784.0pp | 29.38%-10.6pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $997 | $2,471-59.7% | $5,198-80.8% | $3,514-71.6% |
| Admin fee / account holder | $21 | $472-95.5% | $13,954-99.8% | $847-97.5% |