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 |
|---|---|---|
TYLER ASSOCIATES INC2+ years Service code 15 · EIN 04-2703421 | 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 | $50,479 | $56,629-10.9% | $77,999-35.3% | $55,167-8.5% |
| Participation rate | 89.9% | 73.3%+16.6pp | 75.5%+14.3pp | 69.0%+20.9pp |
| Annual return | 6.57% | 2866.98%-2860.4pp | 425.96%-419.4pp | 169.23%-162.7pp |
| Employer contribution / active EE | $1,713 | $1,723-0.6% | $2,470-30.7% | $1,963-12.7% |
| Participant deferral / active EE | $3,177 | $2,777+14.4% | $3,497-9.2% | $3,054+4.0% |
| Admin fee / account holder | $168 | $467-63.9% | $5,480-96.9% | $504-66.6% |