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 | $201,247 |
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 | $60,299 | $83,812-28.1% | $123,544-51.2% | $68,904-12.5% |
| Participation rate | 96.7% | 77.0%+19.7pp | 82.3%+14.4pp | 74.1%+22.6pp |
| Annual return | -7.21% | 0.60%-7.8pp | 119.20%-126.4pp | 1.07%-8.3pp |
| Employer contribution / active EE | $2,614 | $2,924-10.6% | $4,628-43.5% | $2,540+2.9% |
| Participant deferral / active EE | $10,248 | $5,609+82.7% | $6,426+59.5% | $4,015+155.2% |
| Admin fee / account holder | $13 | $65-80.4% | $9,284-99.9% | $71-82.2% |