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 | $10,650 |
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 | $21,646 | $46,297-53.2% | $71,671-69.8% | $62,292-65.3% |
| Participation rate | 88.0% | 60.6%+27.4pp | 68.7%+19.3pp | 69.5%+18.5pp |
| Annual return | 35.63% | 22.32%+13.3pp | 20.65%+15.0pp | 28.90%+6.7pp |
| Employer contribution / active EE | $3,818 | $1,412+170.4% | $2,460+55.2% | $2,042+86.9% |
| Participant deferral / active EE | $864 | $2,235-61.3% | $3,438-74.9% | $3,169-72.7% |
| Admin fee / account holder | $52 | $461-88.7% | $5,558-99.1% | $479-89.1% |