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 | $7,257 |
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 | $36,701 | $50,666-27.6% | $76,817-52.2% | $65,185-43.7% |
| Participation rate | 85.5% | 68.8%+16.7pp | 72.1%+13.4pp | 70.2%+15.3pp |
| Annual return | 21.71% | 28.51%-6.8pp | 1166.11%-1144.4pp | 29.38%-7.7pp |
| Employer contribution / active EE | $639 | $1,575-59.4% | $2,302-72.3% | $2,177-70.7% |
| Participant deferral / active EE | $2,290 | $2,647-13.5% | $3,336-31.3% | $3,514-34.8% |
| Admin fee / account holder | $53 | $463-88.6% | $6,420-99.2% | $847-93.7% |