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 | $228 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,656 | $73,981-18.0% | $105,722-42.6% | $62,891-3.6% |
| Participation rate | 89.2% | 71.7%+17.5pp | 78.9%+10.3pp | 69.3%+19.9pp |
| Annual return | 6.73% | 17.60%-10.9pp | 12.25%-5.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $27 | $2,856-99.0% | $4,079-99.3% | $2,281-98.8% |
| Participant deferral / active EE | $4,813 | $4,038+19.2% | $5,326-9.6% | $3,203+50.3% |
| Admin fee / account holder | $40 | $5,976-99.3% | $8,308-99.5% | $4,296-99.1% |