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 | $119,086 | $65,376+82.2% | $87,100+36.7% | $65,185+82.7% |
| Participation rate | 94.2% | 75.3%+18.9pp | 76.9%+17.4pp | 70.2%+24.0pp |
| Annual return | 22.53% | 31.27%-8.7pp | 28.19%-5.7pp | 29.38%-6.9pp |
| Employer contribution / active EE | $3,749 | $1,822+105.7% | $2,521+48.7% | $2,177+72.2% |
| Participant deferral / active EE | $4,126 | $3,388+21.8% | $4,049+1.9% | $3,514+17.4% |
| Admin fee / account holder | $0 | $520-99.9% | $7,497-100.0% | $847-99.9% |