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 60 · EIN 04-2647786 | Sub-TA Fees | $5,117 |
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 | $33,789 | $80,753-58.2% | $136,294-75.2% | $62,292-45.8% |
| Participation rate | 96.0% | 73.5%+22.4pp | 81.9%+14.1pp | 69.5%+26.5pp |
| Annual return | 20.62% | 35.83%-15.2pp | 5155.94%-5135.3pp | 28.90%-8.3pp |
| Employer contribution / active EE | $1,987 | $2,884-31.1% | $4,695-57.7% | $2,042-2.7% |
| Participant deferral / active EE | $6,670 | $5,164+29.2% | $6,247+6.8% | $3,169+110.5% |
| Admin fee / account holder | $24 | $525-95.4% | $9,243-99.7% | $479-94.9% |