Filed May 20, 2026
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 | -$38,589 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,416 | $106,110+33.3% | $147,005-3.8% | $77,671+82.1% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 14.67% | 56.77%-42.1pp | 418.76%-404.1pp | 31.21%-16.5pp |
| Employer contribution / active EE | $5,760 | $4,065+41.7% | $4,934+16.7% | $2,726+111.3% |
| Participant deferral / active EE | $15,153 | $7,992+89.6% | $8,070+87.8% | $4,648+226.0% |
| Admin fee / account holder | -$40 | $338-112.0% | $13,006-100.3% | $430-109.4% |