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 | $0 |
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 | $106,312 | $59,186+79.6% | $76,768+38.5% | $56,287+88.9% |
| Participation rate | 97.7% | 75.2%+22.5pp | 77.0%+20.8pp | 69.9%+27.9pp |
| Annual return | -4.70% | 6.62%-11.3pp | 2.43%-7.1pp | -9.96%+5.3pp |
| Employer contribution / active EE | $7,052 | $1,759+301.0% | $2,485+183.8% | $2,111+234.1% |
| Participant deferral / active EE | $3,793 | $3,255+16.5% | $3,852-1.5% | $3,350+13.2% |
| Admin fee / account holder | $0 | $489-100.0% | $6,675-100.0% | $521-100.0% |