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 | $100,394 | $64,909+54.7% | $82,313+22.0% | $62,292+61.2% |
| Participation rate | 88.8% | 74.9%+13.9pp | 76.9%+11.9pp | 69.5%+19.3pp |
| Annual return | 17.00% | 21.18%-4.2pp | 25.88%-8.9pp | 28.90%-11.9pp |
| Employer contribution / active EE | $3,938 | $1,676+135.0% | $2,428+62.2% | $2,042+92.8% |
| Participant deferral / active EE | $3,298 | $3,103+6.3% | $3,706-11.0% | $3,169+4.1% |
| Admin fee / account holder | $1 | $440-99.9% | $5,608-100.0% | $479-99.9% |