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 7-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 | $49,015 |
Service code 27 · EIN 42-1445429 | Advisory (Plan) | $14,186 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,433 | $57,610-85.4% | $154,803-94.6% | $102,872-91.8% |
| Participation rate | 24.8% | 59.5%-34.6pp | 78.1%-53.3pp | 73.0%-48.2pp |
| Annual return | 20.65% | 30.49%-9.8pp | 58.88%-38.2pp | 19.06%+1.6pp |
| Employer contribution / active EE | $281 | $1,883-85.1% | $4,305-93.5% | $3,526-92.0% |
| Participant deferral / active EE | $396 | $2,914-86.4% | $5,540-92.9% | $5,535-92.8% |
| Admin fee / account holder | $82 | $368-77.7% | $14,329-99.4% | $292-72.0% |