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 64 · EIN 04-2647786 | Recordkeeping Fees | $0 |
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 | $56,700 | $54,590+3.9% | $81,930-30.8% | $73,488-22.8% |
| Participation rate | 86.2% | 68.3%+17.9pp | 72.0%+14.2pp | 70.7%+15.5pp |
| Annual return | 17.49% | 17.74%-0.2pp | 29.49%-12.0pp | 28.51%-11.0pp |
| Employer contribution / active EE | $2,119 | $1,636+29.5% | $4,310-50.8% | $2,270-6.7% |
| Participant deferral / active EE | $3,728 | $2,759+35.1% | $7,107-47.5% | $3,740-0.3% |
| Admin fee / account holder | $176 | $592-70.3% | $5,158-96.6% | $513-65.8% |