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 | $1,950 |
Employer 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 | $29,635 | $102,389-71.1% | $100,516-70.5% | $90,288-67.2% |
| Participation rate | 90.5% | 84.0%+6.4pp | 79.4%+11.1pp | 73.4%+17.1pp |
| Annual return | 54.96% | 22.50%+32.5pp | 30.89%+24.1pp | 53.97%+1.0pp |
| Employer contribution / active EE | $23 | $3,056-99.2% | $3,418-99.3% | $2,524-99.1% |
| Participant deferral / active EE | $8,944 | $7,514+19.0% | $6,270+42.6% | $4,232+111.3% |
| Admin fee / account holder | $1 | $83-98.4% | $8,081-100.0% | $114-98.8% |