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 | $0 |
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 | $90,983 | $60,545+50.3% | $92,233-1.4% | $69,631+30.7% |
| Participation rate | 73.9% | 72.2%+1.8pp | 76.5%-2.6pp | 70.7%+3.2pp |
| Annual return | 21.03% | 19.71%+1.3pp | 176.28%-155.2pp | 27571.02%-27550.0pp |
| Employer contribution / active EE | $981 | $2,633-62.7% | $3,679-73.3% | $2,032-51.7% |
| Participant deferral / active EE | $3,610 | $2,828+27.7% | $3,897-7.4% | $3,224+12.0% |
| Admin fee / account holder | $0 | $145-100.0% | $5,194-100.0% | $110-100.0% |