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 6-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 | $100 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,117 | $58,264-53.5% | $86,612-68.7% | $71,457-62.1% |
| Participation rate | 38.3% | 65.0%-26.7pp | 71.7%-33.4pp | 67.9%-29.6pp |
| Annual return | 52.81% | 21.63%+31.2pp | 591.07%-538.3pp | 28.85%+24.0pp |
| Employer contribution / active EE | $9 | $2,574-99.7% | $3,022-99.7% | $2,588-99.7% |
| Participant deferral / active EE | $4,131 | $3,436+20.2% | $4,438-6.9% | $4,289-3.7% |
| Admin fee / account holder | $88 | $1,057-91.7% | $5,614-98.4% | $1,587-94.5% |