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 | $3,073 |
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 | $224,120 | $55,453+304.2% | $170,442+31.5% | $62,292+259.8% |
| Participation rate | 87.9% | 66.4%+21.5pp | 83.6%+4.3pp | 69.5%+18.4pp |
| Annual return | 17.33% | 21.38%-4.0pp | 205.93%-188.6pp | 28.90%-11.6pp |
| Employer contribution / active EE | $9,599 | $2,164+343.7% | $5,433+76.7% | $2,042+370.0% |
| Participant deferral / active EE | $6,281 | $2,303+172.8% | $4,939+27.2% | $3,169+98.2% |
| Admin fee / account holder | $22 | $455-95.1% | $13,880-99.8% | $479-95.4% |