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 | $21,509 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $34,726 | $65,365-46.9% | $92,893-62.6% | $72,985-52.4% |
| Participation rate | 78.6% | 68.3%+10.3pp | 76.0%+2.6pp | 69.5%+9.1pp |
| Annual return | 20.55% | 42.10%-21.6pp | 109.41%-88.9pp | 81.00%-60.5pp |
| Employer contribution / active EE | $52 | $2,594-98.0% | $3,653-98.6% | $2,440-97.9% |
| Participant deferral / active EE | $3,184 | $3,128+1.8% | $4,236-24.8% | $3,607-11.7% |
| Admin fee / account holder | $212 | $4,251-95.0% | $5,794-96.3% | $5,124-95.9% |