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 | $36,150 |
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 | $27,350 | $80,177-65.9% | $123,892-77.9% | $57,658-52.6% |
| Participation rate | 94.0% | 74.4%+19.6pp | 81.4%+12.6pp | 70.2%+23.8pp |
| Annual return | 37.71% | 17.90%+19.8pp | 47.52%-9.8pp | 5.13%+32.6pp |
| Employer contribution / active EE | $2,582 | $2,913-11.3% | $4,617-44.1% | $1,974+30.8% |
| Participant deferral / active EE | $5,100 | $5,130-0.6% | $5,984-14.8% | $3,061+66.6% |
| Admin fee / account holder | $43 | $106-59.6% | $8,357-99.5% | $95-54.5% |