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 | $210,925 |
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 | $78,476 | $81,548-3.8% | $141,162-44.4% | $89,569-12.4% |
| Participation rate | 97.5% | 64.9%+32.6pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 27.14% | 47.43%-20.3pp | 71.39%-44.2pp | 34.56%-7.4pp |
| Employer contribution / active EE | $2,733 | $2,272+20.3% | $4,735-42.3% | $2,584+5.8% |
| Participant deferral / active EE | $10,896 | $5,280+106.4% | $6,709+62.4% | $4,220+158.2% |
| Admin fee / account holder | $13 | $68-81.2% | $10,261-99.9% | $72-82.1% |