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 | $25 |
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 | $58,789 | $39,245+49.8% | $64,105-8.3% | $52,331+12.3% |
| Participation rate | 50.7% | 58.2%-7.5pp | 68.2%-17.5pp | 68.1%-17.4pp |
| Annual return | -0.38% | 14.79%-15.2pp | 791.24%-791.6pp | 4.54%-4.9pp |
| Employer contribution / active EE | $774 | $736+5.1% | $1,820-57.5% | $1,882-58.9% |
| Participant deferral / active EE | $1,879 | $1,992-5.6% | $2,822-33.4% | $3,022-37.8% |
| Admin fee / account holder | $0 | $592-99.9% | $4,499-100.0% | $592-99.9% |