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 | -$8,768 |
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 | $175,770 | $73,102+140.4% | $123,544+42.3% | $56,287+212.3% |
| Participation rate | 91.7% | 74.3%+17.4pp | 82.3%+9.4pp | 69.9%+21.8pp |
| Annual return | -4.41% | 3.01%-7.4pp | 119.20%-123.6pp | -9.96%+5.5pp |
| Employer contribution / active EE | $2,676 | $2,977-10.1% | $4,628-42.2% | $2,111+26.8% |
| Participant deferral / active EE | $5,399 | $5,423-0.4% | $6,426-16.0% | $3,350+61.2% |
| Admin fee / account holder | -$68 | $554-112.3% | $9,284-100.7% | $521-113.1% |