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 | $325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,312 | $48,277-37.2% | $63,517-52.3% | $55,191-45.1% |
| Participation rate | 68.0% | 69.4%-1.4pp | 71.0%-3.1pp | 69.2%-1.2pp |
| Annual return | 0.74% | 2.37%-1.6pp | -70.30%+71.0pp | 10.78%-10.0pp |
| Employer contribution / active EE | $990 | $1,592-37.8% | $2,322-57.4% | $1,899-47.9% |
| Participant deferral / active EE | $2,326 | $2,432-4.4% | $2,953-21.2% | $3,046-23.6% |
| Admin fee / account holder | $1 | $86-98.9% | $5,892-100.0% | $91-99.0% |