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 15 · EIN 35-0145825 | Recordkeeping | $1,659 |
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 | $76,007 | $75,388+0.8% | $123,544-38.5% | $55,725+36.4% |
| Participation rate | 70.1% | 75.7%-5.5pp | 82.3%-12.1pp | 70.9%-0.7pp |
| Annual return | -4.63% | 4.48%-9.1pp | 119.20%-123.8pp | 244.93%-249.6pp |
| Employer contribution / active EE | $649 | $3,063-78.8% | $4,628-86.0% | $2,078-68.8% |
| Participant deferral / active EE | $2,684 | $5,651-52.5% | $6,426-58.2% | $3,356-20.0% |
| Admin fee / account holder | $4 | $120-96.4% | $9,284-100.0% | $115-96.2% |