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 84-0467907 | Recordkeeping | $213,131 |
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 | $57,179 | $82,279-30.5% | $77,999-26.7% | $63,975-10.6% |
| Participation rate | 89.8% | 84.7%+5.1pp | 75.5%+14.3pp | 71.1%+18.7pp |
| Annual return | 7.92% | 11.20%-3.3pp | 425.96%-418.0pp | 48.65%-40.7pp |
| Employer contribution / active EE | $1,416 | $3,297-57.0% | $2,470-42.7% | $2,182-35.1% |
| Participant deferral / active EE | $3,109 | $4,538-31.5% | $3,497-11.1% | $3,356-7.4% |
| Admin fee / account holder | $140 | $81+72.1% | $5,480-97.4% | $70+98.9% |