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 15 · EIN 35-0145825 | Recordkeeping | $7,375 |
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 | $36,917 | $65,557-43.7% | $105,738-65.1% | $56,287-34.4% |
| Participation rate | 76.8% | 63.4%+13.4pp | 76.3%+0.5pp | 69.9%+7.0pp |
| Annual return | -5.31% | -1.32%-4.0pp | 6.27%-11.6pp | -9.96%+4.6pp |
| Employer contribution / active EE | $8,249 | $1,788+361.3% | $3,268+152.4% | $2,111+290.7% |
| Participant deferral / active EE | $10,926 | $2,418+351.9% | $4,080+167.8% | $3,350+226.2% |
| Admin fee / account holder | $17 | $561-97.0% | $6,913-99.8% | $521-96.8% |