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 | $106,028+33.4% | $146,958-3.8% | $77,643+82.1% |
| Participation rate | 98.9% | 78.4%+20.5pp | 82.2%+16.7pp | 70.6%+28.3pp |
| Annual return | 14.67% | 56.73%-42.1pp | 418.34%-403.7pp | 31.24%-16.6pp |
| Employer contribution / active EE | $5,760 | $4,063+41.8% | $4,933+16.8% | $2,726+111.3% |
| Participant deferral / active EE | $15,153 | $7,990+89.6% | $8,070+87.8% | $4,647+226.1% |
| Admin fee / account holder | -$40 | $337-112.0% | $12,998-100.3% | $430-109.4% |