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 | $4,384 |
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 | $67,254 | $63,299+6.2% | $91,001-26.1% | $62,292+8.0% |
| Participation rate | 83.9% | 73.3%+10.6pp | 75.6%+8.3pp | 69.5%+14.4pp |
| Annual return | 14.46% | 20.99%-6.5pp | 4.60%+9.9pp | 28.90%-14.4pp |
| Employer contribution / active EE | $923 | $1,807-48.9% | $2,456-62.4% | $2,042-54.8% |
| Participant deferral / active EE | $2,627 | $2,943-10.7% | $3,547-26.0% | $3,169-17.1% |
| Admin fee / account holder | $27 | $468-94.3% | $5,417-99.5% | $479-94.4% |