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 | $175 |
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 | $77,106 | $46,761+64.9% | $106,619-27.7% | $57,658+33.7% |
| Participation rate | 70.2% | 56.9%+13.3pp | 78.0%-7.8pp | 70.2%-0.1pp |
| Annual return | 9.59% | 15.77%-6.2pp | 9.42%+0.2pp | 5.13%+4.5pp |
| Employer contribution / active EE | $1,525 | $1,274+19.7% | $3,947-61.3% | $1,974-22.7% |
| Participant deferral / active EE | $1,729 | $1,954-11.5% | $3,930-56.0% | $3,061-43.5% |
| Admin fee / account holder | $1 | $97-99.2% | $6,418-100.0% | $95-99.2% |