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 | $783 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $361,896 | $100,801+259.0% | $149,696+141.8% | $73,409+393.0% |
| Participation rate | 94.8% | 77.7%+17.1pp | 82.5%+12.3pp | 72.2%+22.6pp |
| Annual return | 1.25% | 265.34%-264.1pp | 276.60%-275.4pp | 59.29%-58.0pp |
| Employer contribution / active EE | $13,753 | $3,312+315.3% | $4,644+196.1% | $2,234+515.7% |
| Participant deferral / active EE | $9,873 | $6,404+54.2% | $6,842+44.3% | $3,805+159.5% |
| Admin fee / account holder | $113 | $181-37.6% | $9,309-98.8% | $158-28.6% |