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 12 · EIN 13-3689044 | Participant communication; Shareholde... | $157,121 |
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 | $135,124 | $30,599+341.6% | $74,583+81.2% | $57,658+134.4% |
| Participation rate | 100.0% | 49.1%+50.9pp | 68.1%+31.9pp | 70.2%+29.8pp |
| Annual return | 8.46% | 14.24%-5.8pp | 20.47%-12.0pp | 5.13%+3.3pp |
| Employer contribution / active EE | $8,968 | $1,000+797.0% | $2,525+255.2% | $1,974+354.4% |
| Participant deferral / active EE | $6,453 | $1,805+257.5% | $3,458+86.6% | $3,061+110.8% |
| Admin fee / account holder | $255 | $98+160.6% | $4,138-93.8% | $95+170.3% |