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 |
|---|---|---|
Filed as: BENEFIT PLANS ADMINISTRATIVE SERVIC Service code 15 · EIN 16-1503696 | Recordkeeping | $50 |
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 | $73,339 | $57,921+26.6% | $84,750-13.5% | $57,658+27.2% |
| Participation rate | 72.6% | 72.9%-0.3pp | 76.6%-4.0pp | 70.2%+2.4pp |
| Annual return | 5.43% | 10.24%-4.8pp | 22.78%-17.3pp | 5.13%+0.3pp |
| Employer contribution / active EE | $682 | $2,598-73.7% | $3,574-80.9% | $1,974-65.4% |
| Participant deferral / active EE | $3,424 | $2,742+24.9% | $3,712-7.7% | $3,061+11.9% |
| Admin fee / account holder | $0 | $130-99.9% | $5,332-100.0% | $95-99.8% |