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 | $140,966 | $73,638+91.4% | $95,952+46.9% | $73,488+91.8% |
| Participation rate | 93.1% | 76.2%+16.9pp | 77.1%+16.0pp | 70.7%+22.4pp |
| Annual return | 10.50% | 16.78%-6.3pp | 91.61%-81.1pp | 28.51%-18.0pp |
| Employer contribution / active EE | $1,697 | $1,863-8.9% | $2,541-33.2% | $2,270-25.2% |
| Participant deferral / active EE | $4,637 | $3,617+28.2% | $4,167+11.3% | $3,740+24.0% |
| Admin fee / account holder | $0 | $482-99.9% | $6,795-100.0% | $513-100.0% |