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 | $675 |
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 | $73,407 | $50,464+45.5% | $75,781-3.1% | $52,331+40.3% |
| Participation rate | 96.9% | 66.8%+30.1pp | 75.8%+21.1pp | 68.1%+28.8pp |
| Annual return | -0.36% | 1.03%-1.4pp | 9.68%-10.0pp | 4.54%-4.9pp |
| Employer contribution / active EE | $3,067 | $1,988+54.2% | $3,323-7.7% | $1,882+63.0% |
| Participant deferral / active EE | $5,324 | $2,570+107.1% | $3,651+45.8% | $3,022+76.2% |
| Admin fee / account holder | $2 | $1,103-99.8% | $5,299-100.0% | $592-99.6% |