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 71-0294708 | Recordkeeping Fees | $8,700 |
Annual investment return 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 | $17,960 | $44,425-59.6% | $67,834-73.5% | $55,167-67.4% |
| Participation rate | 87.5% | 59.7%+27.8pp | 68.8%+18.7pp | 69.0%+18.5pp |
| Annual return | 4.25% | 17.80%-13.6pp | 138.47%-134.2pp | 169.23%-165.0pp |
| Employer contribution / active EE | $3,819 | $1,351+182.6% | $2,403+58.9% | $1,963+94.6% |
| Participant deferral / active EE | $1,055 | $2,166-51.3% | $3,160-66.6% | $3,054-65.5% |
| Admin fee / account holder | $53 | $530-90.1% | $4,622-98.9% | $504-89.5% |