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 | $200 |
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 | $72,996 | $50,385+44.9% | $75,670-3.5% | $62,292+17.2% |
| Participation rate | 71.0% | 67.7%+3.3pp | 72.3%-1.3pp | 69.5%+1.5pp |
| Annual return | 17.22% | 19.90%-2.7pp | 27.34%-10.1pp | 28.90%-11.7pp |
| Employer contribution / active EE | $1,548 | $1,537+0.7% | $2,352-34.2% | $2,042-24.2% |
| Participant deferral / active EE | $3,551 | $2,445+45.2% | $3,142+13.0% | $3,169+12.1% |
| Admin fee / account holder | $2 | $384-99.4% | $5,800-100.0% | $479-99.5% |