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 55 · EIN 38-2722519 | Other Commissions | $6,223 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $100 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,413 | $73,004-48.8% | $90,749-58.8% | $68,494-45.4% |
| Participation rate | 44.0% | 70.8%-26.8pp | 75.7%-31.6pp | 67.9%-23.8pp |
| Annual return | -17.51% | -13.81%-3.7pp | -12.16%-5.3pp | -7.84%-9.7pp |
| Employer contribution / active EE | $573 | $2,193-73.9% | $2,921-80.4% | $2,596-77.9% |
| Participant deferral / active EE | $1,933 | $3,627-46.7% | $4,564-57.6% | $4,027-52.0% |
| Admin fee / account holder | $2 | $5,896-100.0% | $8,445-100.0% | $5,403-100.0% |