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 5-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 | $3,333 |
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 | $115,499 | $55,182+109.3% | $73,307+57.6% | $55,191+109.3% |
| Participation rate | 93.9% | 73.9%+19.9pp | 74.9%+19.0pp | 69.2%+24.7pp |
| Annual return | 1.67% | 8.55%-6.9pp | 5.67%-4.0pp | 10.78%-9.1pp |
| Employer contribution / active EE | $5,025 | $1,935+159.8% | $3,237+55.2% | $1,899+164.7% |
| Participant deferral / active EE | $8,413 | $4,641+81.3% | $4,991+68.6% | $3,046+176.2% |
| Admin fee / account holder | $2 | $68-97.3% | $5,637-100.0% | $91-97.9% |