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.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $30,781 |
CLARK, SCHAEFER, HACKETT & CO.2+ years Filed as: CLARK, SCHAEFER, HACKETT & CO., IN Service code 10 · EIN 31-0800053 | Accounting | $11,530 |
TFO-TDC, LLC1 year Filed as: TFO WEALTH PARTNERS LLC Service code 27 · EIN 20-1017513 | Advisory (Plan) | $11,400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $16,693 | $62,688-73.4% | $178,014-90.6% | $77,671-78.5% |
| Participation rate | 55.0% | 66.9%-11.9pp | 77.1%-22.1pp | 70.6%-15.6pp |
| Annual return | 16.46% | 16.16%+0.3pp | 294.80%-278.3pp | 31.21%-14.7pp |
| Employer contribution / active EE | $593 | $1,912-69.0% | $3,950-85.0% | $2,726-78.2% |
| Participant deferral / active EE | $1,597 | $4,224-62.2% | $6,276-74.6% | $4,648-65.6% |
| Admin fee / account holder | $194 | $386-49.8% | $10,362-98.1% | $430-54.9% |