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 | $125 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $79,066 | $58,879+34.3% | $178,490-55.7% | $73,488+7.6% |
| Participation rate | 50.0% | 66.2%-16.2pp | 81.9%-31.9pp | 70.7%-20.7pp |
| Annual return | 11.98% | 24.86%-12.9pp | 151.07%-139.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $851 | $2,236-61.9% | $5,011-83.0% | $2,270-62.5% |
| Participant deferral / active EE | $2,214 | $2,567-13.7% | $5,202-57.4% | $3,740-40.8% |
| Admin fee / account holder | $13 | $400-96.9% | $13,984-99.9% | $513-97.6% |