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 | $4,518 |
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 | $65,813 | $63,905+3.0% | $74,183-11.3% | $57,658+14.1% |
| Participation rate | 98.4% | 79.8%+18.7pp | 76.6%+21.8pp | 70.2%+28.2pp |
| Annual return | 7.92% | 60.60%-52.7pp | 17.74%-9.8pp | 5.13%+2.8pp |
| Employer contribution / active EE | $2,691 | $1,840+46.2% | $2,370+13.5% | $1,974+36.3% |
| Participant deferral / active EE | $3,216 | $3,448-6.7% | $3,550-9.4% | $3,061+5.1% |
| Admin fee / account holder | $37 | $91-59.8% | $5,586-99.3% | $95-61.2% |