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 | $4,480 |
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 | $69,653 | $68,092+2.3% | $73,307-5.0% | $59,188+17.7% |
| Participation rate | 91.1% | 78.1%+13.0pp | 74.9%+16.2pp | 69.4%+21.7pp |
| Annual return | 3.35% | 5.93%-2.6pp | 5.67%-2.3pp | 5.51%-2.2pp |
| Employer contribution / active EE | $4,270 | $2,018+111.6% | $3,237+31.9% | $2,098+103.5% |
| Participant deferral / active EE | $9,177 | $5,041+82.0% | $4,991+83.9% | $3,265+181.1% |
| Admin fee / account holder | $29 | $630-95.4% | $5,637-99.5% | $92-68.7% |