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 | $2,292 |
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 | $84,626 | $88,122-4.0% | $141,162-40.1% | $67,579+25.2% |
| Participation rate | 81.2% | 76.5%+4.7pp | 82.5%-1.3pp | 71.3%+9.9pp |
| Annual return | 22.68% | 75.40%-52.7pp | 71.39%-48.7pp | 378.56%-355.9pp |
| Employer contribution / active EE | $740 | $3,224-77.0% | $4,735-84.4% | $2,148-65.5% |
| Participant deferral / active EE | $3,024 | $5,958-49.2% | $6,709-54.9% | $3,539-14.5% |
| Admin fee / account holder | $4 | $131-97.1% | $10,261-100.0% | $142-97.3% |