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 8-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 | $11,978 |
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 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 | $20,950 | $65,376-68.0% | $87,100-75.9% | $65,185-67.9% |
| Participation rate | 76.4% | 75.3%+1.1pp | 76.9%-0.5pp | 70.2%+6.2pp |
| Annual return | 26.13% | 31.27%-5.1pp | 28.19%-2.1pp | 29.38%-3.3pp |
| Employer contribution / active EE | $1,521 | $1,822-16.5% | $2,521-39.7% | $2,177-30.1% |
| Participant deferral / active EE | $1,527 | $3,388-54.9% | $4,049-62.3% | $3,514-56.5% |
| Admin fee / account holder | $36 | $520-93.0% | $7,497-99.5% | $847-95.7% |