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 | $1,783 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $55,997 | $47,848+17.0% | $81,478-31.3% | $70,131-20.2% |
| Participation rate | 94.4% | 58.3%+36.1pp | 68.0%+26.4pp | 69.5%+24.8pp |
| Annual return | 18.20% | 27.25%-9.0pp | 38.78%-20.6pp | 73.14%-54.9pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,954 | $2,453+102.0% | $3,537+40.1% | $3,332+48.7% |
| Admin fee / account holder | $14 | $3,145-99.5% | $4,561-99.7% | $4,645-99.7% |