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 | $88,790 |
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 | $30,237 | $67,598-55.3% | $75,886-60.2% | $77,787-61.1% |
| Participation rate | 53.7% | 69.6%-15.9pp | 69.3%-15.6pp | 73.2%-19.5pp |
| Annual return | 35.66% | 23.18%+12.5pp | 30.76%+4.9pp | 32.57%+3.1pp |
| Employer contribution / active EE | $631 | $2,430-74.0% | $2,500-74.8% | $2,504-74.8% |
| Participant deferral / active EE | $3,174 | $3,502-9.4% | $3,603-11.9% | $3,967-20.0% |
| Admin fee / account holder | $38 | $96-60.5% | $5,418-99.3% | $100-62.0% |