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 | $6,807 |
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 | $28,082 | $43,550-35.5% | $63,517-55.8% | $52,331-46.3% |
| Participation rate | 87.0% | 65.7%+21.3pp | 71.0%+15.9pp | 68.1%+18.9pp |
| Annual return | 0.85% | 2.03%-1.2pp | -70.30%+71.1pp | 4.54%-3.7pp |
| Employer contribution / active EE | $484 | $1,351-64.2% | $2,322-79.2% | $1,882-74.3% |
| Participant deferral / active EE | $1,702 | $2,254-24.5% | $2,953-42.4% | $3,022-43.7% |
| Admin fee / account holder | $43 | $387-88.9% | $5,892-99.3% | $592-92.8% |