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 | $48 |
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,268 | $50,898+10.6% | $171,082-67.1% | $55,167+2.0% |
| Participation rate | 70.7% | 63.3%+7.4pp | 76.7%-6.0pp | 69.0%+1.7pp |
| Annual return | 7.99% | 15.34%-7.4pp | 32.56%-24.6pp | 169.23%-161.2pp |
| Employer contribution / active EE | $809 | $1,433-43.6% | $4,002-79.8% | $1,963-58.8% |
| Participant deferral / active EE | $3,538 | $2,994+18.2% | $4,797-26.2% | $3,054+15.9% |
| Admin fee / account holder | $129 | $500-74.1% | $8,520-98.5% | $504-74.4% |