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 | $54,271 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $139,788 | $70,908+97.1% | $98,907+41.3% | $73,488+90.2% |
| Participation rate | 95.8% | 73.8%+22.0pp | 76.0%+19.8pp | 70.7%+25.1pp |
| Annual return | 9.76% | 34.17%-24.4pp | 196.43%-186.7pp | 28.51%-18.8pp |
| Employer contribution / active EE | $6,087 | $2,036+198.9% | $2,689+126.4% | $2,270+168.1% |
| Participant deferral / active EE | $6,454 | $3,500+84.4% | $4,244+52.1% | $3,740+72.6% |
| Admin fee / account holder | $264 | $535-50.6% | $6,642-96.0% | $513-48.5% |