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 9-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 13-2624428 | Recordkeeping Fees | $1,155 |
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 | $41,857 | $155,795-73.1% | $136,294-69.3% | $69,631-39.9% |
| Participation rate | 96.2% | 75.2%+20.9pp | 81.9%+14.3pp | 70.7%+25.5pp |
| Annual return | 20.84% | 232464.33%-232443.5pp | 5155.94%-5135.1pp | 27571.02%-27550.2pp |
| Employer contribution / active EE | $1,121 | $2,991-62.5% | $4,695-76.1% | $2,032-44.8% |
| Participant deferral / active EE | $3,644 | $5,394-32.4% | $6,247-41.7% | $3,224+13.0% |
| Admin fee / account holder | $2 | $128-98.6% | $9,243-100.0% | $110-98.4% |