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 | $125 |
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 | $54,089 | $66,601-18.8% | $92,893-41.8% | $67,579-20.0% |
| Participation rate | 84.4% | 72.5%+11.9pp | 76.0%+8.4pp | 71.3%+13.1pp |
| Annual return | 25.47% | 92.58%-67.1pp | 109.41%-83.9pp | 378.56%-353.1pp |
| Employer contribution / active EE | $1,588 | $2,775-42.8% | $3,653-56.5% | $2,148-26.1% |
| Participant deferral / active EE | $5,606 | $3,157+77.6% | $4,236+32.3% | $3,539+58.4% |
| Admin fee / account holder | $4 | $199-98.1% | $5,794-99.9% | $142-97.3% |