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 | $5,678 |
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 | $110,512 | $64,909+70.3% | $82,313+34.3% | $62,292+77.4% |
| Participation rate | 97.3% | 74.9%+22.5pp | 76.9%+20.5pp | 69.5%+27.8pp |
| Annual return | 19.97% | 21.18%-1.2pp | 25.88%-5.9pp | 28.90%-8.9pp |
| Employer contribution / active EE | $2,971 | $1,676+77.3% | $2,428+22.3% | $2,042+45.5% |
| Participant deferral / active EE | $5,764 | $3,103+85.7% | $3,706+55.5% | $3,169+81.9% |
| Admin fee / account holder | $45 | $440-89.7% | $5,608-99.2% | $479-90.6% |