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 | $300 |
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 | $74,204 | $43,504+70.6% | $68,793+7.9% | $56,287+31.8% |
| Participation rate | 64.8% | 67.8%-3.0pp | 72.2%-7.4pp | 69.9%-5.0pp |
| Annual return | -6.51% | -3.15%-3.4pp | -4.63%-1.9pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,399 | $1,525-8.3% | $2,625-46.7% | $2,111-33.7% |
| Participant deferral / active EE | $3,224 | $2,509+28.5% | $3,311-2.6% | $3,350-3.8% |
| Admin fee / account holder | $4 | $515-99.3% | $5,131-99.9% | $521-99.3% |