Filed September 28, 2026
Total covered: 6 employees
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 | $50 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,093 | $60,124+187.9% | $90,404+91.5% | $79,858+116.8% |
| Participation rate | 97.8% | 65.0%+32.8pp | 72.7%+25.1pp | 69.6%+28.1pp |
| Annual return | 16.03% | 71.94%-55.9pp | 1293.02%-1277.0pp | 31.71%-15.7pp |
| Employer contribution / active EE | $11,250 | $2,068+444.1% | $3,262+244.9% | $2,471+355.3% |
| Participant deferral / active EE | $11,896 | $2,938+304.9% | $3,963+200.2% | $3,740+218.1% |
| Admin fee / account holder | $0 | $3,976-100.0% | $5,611-100.0% | $5,306-100.0% |