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 | $100 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,811 | $52,953+37.5% | $172,739-57.8% | $65,185+11.7% |
| Participation rate | 52.5% | 66.2%-13.7pp | 82.6%-30.2pp | 70.2%-17.7pp |
| Annual return | 5.98% | 30.12%-24.1pp | 802.84%-796.9pp | 29.38%-23.4pp |
| Employer contribution / active EE | $886 | $2,190-59.5% | $5,143-82.8% | $2,177-59.3% |
| Participant deferral / active EE | $2,122 | $2,471-14.1% | $5,198-59.2% | $3,514-39.6% |
| Admin fee / account holder | $3 | $472-99.4% | $13,954-100.0% | $847-99.7% |