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 | $4,633 |
Annual investment return 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 | $36,120 | $72,607-50.3% | $90,749-60.2% | $66,914-46.0% |
| Participation rate | 74.0% | 73.7%+0.3pp | 75.7%-1.7pp | 69.8%+4.2pp |
| Annual return | -21.06% | -12.28%-8.8pp | -12.16%-8.9pp | 1.58%-22.6pp |
| Employer contribution / active EE | $1,571 | $2,369-33.7% | $2,921-46.2% | $2,544-38.3% |
| Participant deferral / active EE | $3,325 | $3,977-16.4% | $4,564-27.1% | $4,237-21.5% |
| Admin fee / account holder | $34 | $707-95.3% | $8,445-99.6% | $593-94.3% |