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 | $75 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,737 | $61,272+61.1% | $149,673-34.0% | $71,457+38.2% |
| Participation rate | 43.4% | 62.5%-19.1pp | 78.8%-35.4pp | 67.9%-24.5pp |
| Annual return | 18.85% | 35.85%-17.0pp | 134.42%-115.6pp | 28.85%-10.0pp |
| Employer contribution / active EE | $930 | $2,378-60.9% | $4,818-80.7% | $2,588-64.1% |
| Participant deferral / active EE | $2,846 | $2,917-2.4% | $5,680-49.9% | $4,289-33.6% |
| Admin fee / account holder | $23 | $1,261-98.2% | $13,210-99.8% | $1,587-98.6% |