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 | $87,531 |
Service code 27 · EIN 13-2638166 | Advisory (Plan) | $23,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $85,214 | $136,266-37.5% | $90,749-6.1% | $77,904+9.4% |
| Participation rate | 50.9% | 86.6%-35.7pp | 75.7%-24.8pp | 73.7%-22.8pp |
| Annual return | 141.89% | -11.32%+153.2pp | -12.16%+154.0pp | 12.21%+129.7pp |
| Employer contribution / active EE | $1,505 | $4,215-64.3% | $2,921-48.5% | $2,848-47.2% |
| Participant deferral / active EE | $2,101 | $6,353-66.9% | $4,564-54.0% | $4,806-56.3% |
| Admin fee / account holder | $51 | $399-87.3% | $8,445-99.4% | $133-61.7% |