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 | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,616 | $50,498+0.2% | $75,781-33.2% | $55,191-8.3% |
| Participation rate | 37.0% | 69.4%-32.4pp | 75.8%-38.8pp | 69.2%-32.1pp |
| Annual return | 0.10% | 1.80%-1.7pp | 9.68%-9.6pp | 10.78%-10.7pp |
| Employer contribution / active EE | $365 | $2,291-84.1% | $3,323-89.0% | $1,899-80.8% |
| Participant deferral / active EE | $1,506 | $2,589-41.8% | $3,651-58.7% | $3,046-50.6% |
| Admin fee / account holder | $273 | $123+122.2% | $5,299-94.8% | $91+201.1% |