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 | $100 |
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 | $89,534 | $54,320+64.8% | $67,652+32.3% | $52,331+71.1% |
| Participation rate | 81.9% | 73.6%+8.3pp | 75.7%+6.3pp | 68.1%+13.8pp |
| Annual return | 0.15% | 6.81%-6.7pp | 6625.04%-6624.9pp | 4.54%-4.4pp |
| Employer contribution / active EE | $3,602 | $1,544+133.3% | $2,266+59.0% | $1,882+91.4% |
| Participant deferral / active EE | $2,820 | $2,950-4.4% | $3,560-20.8% | $3,022-6.7% |
| Admin fee / account holder | $1 | $527-99.9% | $4,821-100.0% | $592-99.9% |