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 | $20,575 |
SUTTLE & STALNAKER, PLLC6 years Service code 10 · EIN 55-0538163 | Accounting | $11,914 |
Filed as: UNITED BANK Service code 27 · EIN 55-0641179 | Advisory (Plan) | $9,556 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $21,962 | $50,956-56.9% | $96,562-77.3% | $86,799-74.7% |
| Participation rate | 51.3% | 65.2%-13.9pp | 69.8%-18.5pp | 72.3%-21.0pp |
| Annual return | 12.77% | 21.27%-8.5pp | 37.78%-25.0pp | 97.91%-85.1pp |
| Employer contribution / active EE | $328 | $1,111-70.5% | $2,356-86.1% | $2,405-86.4% |
| Participant deferral / active EE | $1,474 | $2,954-50.1% | $3,849-61.7% | $4,131-64.3% |
| Admin fee / account holder | $196 | $166+18.3% | $6,181-96.8% | $170+15.8% |