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 8-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 | $825 |
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 | $8,513 | $50,820-83.2% | $155,567-94.5% | $77,671-89.0% |
| Participation rate | 85.4% | 63.1%+22.3pp | 78.2%+7.2pp | 70.6%+14.8pp |
| Annual return | 11.83% | 34.85%-23.0pp | 64.74%-52.9pp | 31.21%-19.4pp |
| Employer contribution / active EE | $411 | $1,993-79.4% | $4,674-91.2% | $2,726-84.9% |
| Participant deferral / active EE | $2,773 | $2,823-1.8% | $5,628-50.7% | $4,648-40.3% |
| Admin fee / account holder | $43 | $436-90.2% | $15,916-99.7% | $430-90.1% |