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 01-0233346 | Recordkeeping | $11,116 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $32,213 | $55,449-41.9% | $83,848-61.6% | $56,287-42.8% |
| Participation rate | 70.3% | 68.0%+2.3pp | 76.1%-5.9pp | 69.9%+0.4pp |
| Annual return | -6.65% | -1.38%-5.3pp | 850.88%-857.5pp | -9.96%+3.3pp |
| Employer contribution / active EE | $16 | $2,430-99.3% | $3,631-99.5% | $2,111-99.2% |
| Participant deferral / active EE | $2,660 | $2,935-9.4% | $4,082-34.8% | $3,350-20.6% |
| Admin fee / account holder | $129 | $656-80.3% | $5,478-97.6% | $521-75.2% |