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 | $49,039 |
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 | $120,568 | $58,083+107.6% | $80,019+50.7% | $56,287+114.2% |
| Participation rate | 96.7% | 73.6%+23.1pp | 75.8%+20.9pp | 69.9%+26.9pp |
| Annual return | -4.04% | 34.61%-38.7pp | 11.22%-15.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $6,405 | $1,932+231.5% | $2,468+159.5% | $2,111+203.4% |
| Participant deferral / active EE | $6,504 | $3,135+107.5% | $3,686+76.5% | $3,350+94.2% |
| Admin fee / account holder | $252 | $623-59.6% | $6,521-96.1% | $521-51.7% |