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 | -$12,504 |
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 | $168,101 | $63,905+163.0% | $74,183+126.6% | $57,658+191.5% |
| Participation rate | 99.7% | 79.8%+20.0pp | 76.6%+23.1pp | 70.2%+29.5pp |
| Annual return | 6.83% | 60.60%-53.8pp | 17.74%-10.9pp | 5.13%+1.7pp |
| Employer contribution / active EE | $7,387 | $1,840+301.4% | $2,370+211.7% | $1,974+274.2% |
| Participant deferral / active EE | $11,399 | $3,448+230.6% | $3,550+221.1% | $3,061+272.5% |
| Admin fee / account holder | $25 | $91-72.6% | $5,586-99.6% | $95-73.6% |