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 | $125 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $2,693 | $31,388-91.4% | $73,545-96.3% | $62,292-95.7% |
| Participation rate | 76.4% | 39.9%+36.6pp | 54.9%+21.5pp | 69.5%+6.9pp |
| Annual return | 17.25% | 25.34%-8.1pp | -15.16%+32.4pp | 28.90%-11.6pp |
| Employer contribution / active EE | $0 | $498-100.0% | $1,219-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $491 | $1,028-52.3% | $1,806-72.8% | $3,169-84.5% |
| Admin fee / account holder | $1 | $299-99.8% | $2,320-100.0% | $479-99.9% |