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 | $50 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $93,129 | $59,186+57.3% | $76,768+21.3% | $56,287+65.5% |
| Participation rate | 89.1% | 75.2%+13.9pp | 77.0%+12.2pp | 69.9%+19.3pp |
| Annual return | -7.17% | 6.62%-13.8pp | 2.43%-9.6pp | -9.96%+2.8pp |
| Employer contribution / active EE | $3,517 | $1,759+100.0% | $2,485+41.5% | $2,111+66.6% |
| Participant deferral / active EE | $3,733 | $3,255+14.7% | $3,852-3.1% | $3,350+11.4% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |