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 | $2,765 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $51,945 | $81,208-36.0% | $98,907-47.5% | $79,858-35.0% |
| Participation rate | 92.8% | 72.5%+20.3pp | 76.0%+16.8pp | 69.6%+23.2pp |
| Annual return | 17.27% | 60.99%-43.7pp | 196.43%-179.2pp | 31.71%-14.4pp |
| Employer contribution / active EE | $470 | $1,960-76.0% | $2,689-82.5% | $2,471-81.0% |
| Participant deferral / active EE | $3,924 | $3,265+20.2% | $4,244-7.6% | $3,740+4.9% |
| Admin fee / account holder | $39 | $6,013-99.4% | $6,642-99.4% | $5,306-99.3% |