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 | $3,016 |
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 | $33,224 | $56,443-41.1% | $83,848-60.4% | $55,725-40.4% |
| Participation rate | 35.7% | 72.0%-36.4pp | 76.1%-40.5pp | 70.9%-35.2pp |
| Annual return | -8.61% | 393.67%-402.3pp | 850.88%-859.5pp | 244.93%-253.5pp |
| Employer contribution / active EE | $923 | $2,682-65.6% | $3,631-74.6% | $2,078-55.6% |
| Participant deferral / active EE | $2,060 | $2,965-30.5% | $4,082-49.5% | $3,356-38.6% |
| Admin fee / account holder | $23 | $156-85.2% | $5,478-99.6% | $115-79.9% |