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 | $5,768 |
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 | $17,414 | $45,035-61.3% | $62,995-72.4% | $70,131-75.2% |
| Participation rate | 83.3% | 69.5%+13.8pp | 74.8%+8.5pp | 69.5%+13.8pp |
| Annual return | 18.25% | 18.76%-0.5pp | 87.57%-69.3pp | 73.14%-54.9pp |
| Employer contribution / active EE | $133 | $2,051-93.5% | $2,759-95.2% | $2,342-94.3% |
| Participant deferral / active EE | $3,135 | $2,465+27.2% | $3,329-5.8% | $3,332-5.9% |
| Admin fee / account holder | $50 | $2,834-98.2% | $3,600-98.6% | $4,645-98.9% |