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 | $6,722 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $31,766 | $43,504-27.0% | $68,793-53.8% | $56,287-43.6% |
| Participation rate | 88.5% | 67.8%+20.7pp | 72.2%+16.3pp | 69.9%+18.7pp |
| Annual return | -4.31% | -3.15%-1.2pp | -4.63%+0.3pp | -9.96%+5.7pp |
| Employer contribution / active EE | $589 | $1,525-61.4% | $2,625-77.6% | $2,111-72.1% |
| Participant deferral / active EE | $2,089 | $2,509-16.8% | $3,311-36.9% | $3,350-37.7% |
| Admin fee / account holder | $46 | $515-91.1% | $5,131-99.1% | $521-91.2% |