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 |
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 | $143,968 | $66,310+117.1% | $93,606+53.8% | $65,185+120.9% |
| Participation rate | 97.4% | 74.0%+23.4pp | 75.8%+21.6pp | 70.2%+27.2pp |
| Annual return | 26.24% | 42.58%-16.3pp | 32.76%-6.5pp | 29.38%-3.1pp |
| Employer contribution / active EE | $3,021 | $2,012+50.1% | $2,718+11.1% | $2,177+38.8% |
| Participant deferral / active EE | $7,358 | $3,342+120.2% | $4,069+80.8% | $3,514+109.4% |
| Admin fee / account holder | $5 | $6,897-99.9% | $7,888-99.9% | $847-99.4% |