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 | $1,225 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,410 | $77,197-46.4% | $86,874-52.3% | $93,030-55.5% |
| Participation rate | 55.9% | 78.2%-22.4pp | 71.6%-15.8pp | 73.9%-18.1pp |
| Annual return | 17.99% | 16.31%+1.7pp | 63.52%-45.5pp | 158.70%-140.7pp |
| Employer contribution / active EE | $1,383 | $2,514-45.0% | $2,495-44.6% | $2,706-48.9% |
| Participant deferral / active EE | $2,862 | $3,831-25.3% | $3,699-22.6% | $4,562-37.3% |
| Admin fee / account holder | $2 | $105-98.4% | $5,828-100.0% | $152-98.9% |