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 | $9,009 |
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 | $65,740 | $57,096+15.1% | $94,224-30.2% | $55,191+19.1% |
| Participation rate | 94.4% | 75.7%+18.7pp | 78.8%+15.6pp | 69.2%+25.2pp |
| Annual return | 0.49% | 159.65%-159.2pp | 10.68%-10.2pp | 10.78%-10.3pp |
| Employer contribution / active EE | $937 | $1,708-45.2% | $3,587-73.9% | $1,899-50.7% |
| Participant deferral / active EE | $3,265 | $3,165+3.2% | $4,320-24.4% | $3,046+7.2% |
| Admin fee / account holder | $36 | $89-60.1% | $6,269-99.4% | $91-60.7% |