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 39-6040276 | Recordkeeping Fees | $2,000 |
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 | $37,578 | $89,652-58.1% | $141,162-73.4% | $65,185-42.4% |
| Participation rate | 77.3% | 74.7%+2.6pp | 82.5%-5.2pp | 70.2%+7.1pp |
| Annual return | 87.48% | 32.79%+54.7pp | 71.39%+16.1pp | 29.38%+58.1pp |
| Employer contribution / active EE | $1,312 | $3,065-57.2% | $4,735-72.3% | $2,177-39.7% |
| Participant deferral / active EE | $4,007 | $5,691-29.6% | $6,709-40.3% | $3,514+14.0% |
| Admin fee / account holder | $47 | $569-91.7% | $10,261-99.5% | $847-94.4% |