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 | $3,697 |
Employer contribution per participant 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 | $35,178 | $63,299-44.4% | $91,001-61.3% | $62,292-43.5% |
| Participation rate | 90.4% | 73.3%+17.1pp | 75.6%+14.8pp | 69.5%+20.9pp |
| Annual return | 18.03% | 20.99%-3.0pp | 4.60%+13.4pp | 28.90%-10.9pp |
| Employer contribution / active EE | $355 | $1,807-80.4% | $2,456-85.5% | $2,042-82.6% |
| Participant deferral / active EE | $2,357 | $2,943-19.9% | $3,547-33.6% | $3,169-25.6% |
| Admin fee / account holder | $26 | $468-94.4% | $5,417-99.5% | $479-94.5% |