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 | $250 |
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 | $64,382 | $70,002-8.0% | $115,037-44.0% | $52,331+23.0% |
| Participation rate | 86.1% | 72.1%+14.0pp | 81.4%+4.7pp | 68.1%+18.0pp |
| Annual return | 0.51% | 4.04%-3.5pp | 26.14%-25.6pp | 4.54%-4.0pp |
| Employer contribution / active EE | $3,875 | $2,715+42.7% | $4,608-15.9% | $1,882+105.9% |
| Participant deferral / active EE | $7,057 | $4,920+43.5% | $6,026+17.1% | $3,022+133.5% |
| Admin fee / account holder | $2 | $566-99.7% | $8,175-100.0% | $592-99.7% |