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 | $2,993 |
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 | $45,376 | $76,367-40.6% | $93,606-51.5% | $72,985-37.8% |
| Participation rate | 94.4% | 71.7%+22.6pp | 75.8%+18.6pp | 69.5%+24.9pp |
| Annual return | 22.65% | 25.82%-3.2pp | 32.76%-10.1pp | 81.00%-58.4pp |
| Employer contribution / active EE | $421 | $2,275-81.5% | $2,718-84.5% | $2,440-82.7% |
| Participant deferral / active EE | $3,327 | $3,538-6.0% | $4,069-18.2% | $3,607-7.8% |
| Admin fee / account holder | $43 | $6,838-99.4% | $7,888-99.5% | $5,124-99.2% |