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 | -$112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $88,576 | $82,202+7.8% | $125,339-29.3% | $64,808+36.7% |
| Participation rate | 47.8% | 77.9%-30.0pp | 82.4%-34.5pp | 71.5%-23.6pp |
| Annual return | -6.41% | 3.48%-9.9pp | 572.05%-578.5pp | 32.82%-39.2pp |
| Employer contribution / active EE | $848 | $3,615-76.5% | $4,814-82.4% | $2,506-66.2% |
| Participant deferral / active EE | $3,633 | $7,175-49.4% | $7,446-51.2% | $4,310-15.7% |
| Admin fee / account holder | $15 | $163-90.7% | $10,010-99.8% | $188-91.9% |