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 | $6,754 |
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 | $16,047 | $49,227-67.4% | $70,449-77.2% | $79,858-79.9% |
| Participation rate | 82.7% | 69.2%+13.5pp | 75.1%+7.6pp | 69.6%+13.0pp |
| Annual return | 17.33% | 30.06%-12.7pp | 109.03%-91.7pp | 31.71%-14.4pp |
| Employer contribution / active EE | -$1 | $2,099-100.1% | $2,737-100.1% | $2,471-100.1% |
| Participant deferral / active EE | $2,304 | $2,768-16.8% | $3,709-37.9% | $3,740-38.4% |
| Admin fee / account holder | $55 | $2,878-98.1% | $3,845-98.6% | $5,306-99.0% |