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 | $75 |
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 | $6,573 | $35,986-81.7% | $77,482-91.5% | $73,488-91.1% |
| Participation rate | 88.5% | 40.8%+47.7pp | 54.2%+34.4pp | 70.7%+17.9pp |
| Annual return | 33.19% | 19.26%+13.9pp | 54.79%-21.6pp | 28.51%+4.7pp |
| Employer contribution / active EE | $0 | $557-100.0% | $986-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $891 | $1,198-25.6% | $1,861-52.1% | $3,740-76.2% |
| Admin fee / account holder | $5 | $466-98.8% | $2,858-99.8% | $513-98.9% |