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 | $3,802 |
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 | $32,567 | $61,660-47.2% | $80,019-59.3% | $64,186-49.3% |
| Participation rate | 91.5% | 71.7%+19.8pp | 75.8%+15.7pp | 69.6%+21.9pp |
| Annual return | -5.85% | -0.33%-5.5pp | 11.22%-17.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $382 | $1,810-78.9% | $2,468-84.5% | $2,381-84.0% |
| Participant deferral / active EE | $2,920 | $2,968-1.6% | $3,686-20.8% | $3,470-15.8% |
| Admin fee / account holder | $30 | $5,417-99.5% | $6,521-99.5% | $4,888-99.4% |