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 62-1291257 | Recordkeeping | $56,405 |
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 | $34,228 | $37,196-8.0% | $154,107-77.8% | $55,725-38.6% |
| Participation rate | 82.8% | 64.1%+18.7pp | 83.0%-0.3pp | 70.9%+11.9pp |
| Annual return | 11.51% | 1319.68%-1308.2pp | 735.12%-723.6pp | 244.93%-233.4pp |
| Employer contribution / active EE | $1,742 | $1,614+7.9% | $5,298-67.1% | $2,078-16.2% |
| Participant deferral / active EE | $1,505 | $2,068-27.2% | $5,081-70.4% | $3,356-55.1% |
| Admin fee / account holder | $55 | $102-45.9% | $13,411-99.6% | $115-52.3% |