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 | $6,622 |
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 | $34,445 | $50,385-31.6% | $75,670-54.5% | $62,292-44.7% |
| Participation rate | 82.9% | 67.7%+15.2pp | 72.3%+10.5pp | 69.5%+13.4pp |
| Annual return | 19.45% | 19.90%-0.4pp | 27.34%-7.9pp | 28.90%-9.4pp |
| Employer contribution / active EE | $519 | $1,537-66.3% | $2,352-77.9% | $2,042-74.6% |
| Participant deferral / active EE | $1,865 | $2,445-23.7% | $3,142-40.7% | $3,169-41.2% |
| Admin fee / account holder | $46 | $384-87.9% | $5,800-99.2% | $479-90.3% |