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 | $25 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,163 | $65,061+24.7% | $143,757-43.5% | $66,914+21.3% |
| Participation rate | 49.3% | 65.2%-15.9pp | 80.3%-31.0pp | 69.8%-20.5pp |
| Annual return | -20.31% | -11.14%-9.2pp | -0.04%-20.3pp | 1.58%-21.9pp |
| Employer contribution / active EE | $846 | $2,361-64.1% | $4,951-82.9% | $2,544-66.7% |
| Participant deferral / active EE | $2,484 | $2,919-14.9% | $5,637-55.9% | $4,237-41.4% |
| Admin fee / account holder | $17 | $502-96.5% | $14,673-99.9% | $593-97.1% |