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 | $175 |
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 | $43,860 | $55,449-20.9% | $83,848-47.7% | $56,287-22.1% |
| Participation rate | 86.4% | 68.0%+18.4pp | 76.1%+10.2pp | 69.9%+16.5pp |
| Annual return | -4.39% | -1.38%-3.0pp | 850.88%-855.3pp | -9.96%+5.6pp |
| Employer contribution / active EE | $1,374 | $2,430-43.5% | $3,631-62.2% | $2,111-34.9% |
| Participant deferral / active EE | $5,530 | $2,935+88.4% | $4,082+35.5% | $3,350+65.1% |
| Admin fee / account holder | $4 | $656-99.5% | $5,478-99.9% | $521-99.3% |