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 | $18,913 |
Service code 27 · EIN 61-1758632 | Advisory (Plan) | $10,569 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,825 | $30,086-4.2% | $61,373-53.0% | $64,808-55.5% |
| Participation rate | 19.8% | 36.4%-16.6pp | 52.6%-32.8pp | 71.5%-51.7pp |
| Annual return | -17.84% | -13.99%-3.8pp | 338.61%-356.4pp | 32.82%-50.7pp |
| Employer contribution / active EE | $255 | $536-52.5% | $1,159-78.0% | $2,506-89.8% |
| Participant deferral / active EE | $727 | $1,126-35.4% | $2,125-65.8% | $4,310-83.1% |
| Admin fee / account holder | $273 | $148+84.3% | $2,130-87.2% | $188+45.4% |