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 | $0 |
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 | $38,252 | $33,745+13.4% | $64,105-40.3% | $55,191-30.7% |
| Participation rate | 70.2% | 59.4%+10.8pp | 68.2%+2.0pp | 69.2%+1.0pp |
| Annual return | 0.64% | 4.95%-4.3pp | 791.24%-790.6pp | 10.78%-10.1pp |
| Employer contribution / active EE | $907 | $641+41.5% | $1,820-50.2% | $1,899-52.3% |
| Participant deferral / active EE | $1,689 | $1,929-12.4% | $2,822-40.1% | $3,046-44.5% |
| Admin fee / account holder | $47 | $94-49.9% | $4,499-98.9% | $91-47.9% |