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 | $2,700 |
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 | $76,336 | $69,159+10.4% | $125,175-39.0% | $67,579+13.0% |
| Participation rate | 92.6% | 78.2%+14.4pp | 79.8%+12.8pp | 71.3%+21.3pp |
| Annual return | 24.18% | 27.12%-2.9pp | 43.79%-19.6pp | 378.56%-354.4pp |
| Employer contribution / active EE | $918 | $2,023-54.6% | $3,865-76.2% | $2,148-57.3% |
| Participant deferral / active EE | $3,847 | $3,700+4.0% | $4,937-22.1% | $3,539+8.7% |
| Admin fee / account holder | $17 | $142-88.0% | $9,702-99.8% | $142-88.0% |