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 6-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 | -$307,638 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,788 | $90,195-65.9% | $125,339-75.4% | $89,394-65.6% |
| Participation rate | 63.4% | 72.4%-9.0pp | 82.4%-18.9pp | 71.3%-7.9pp |
| Annual return | -17.06% | -6.51%-10.5pp | 572.05%-589.1pp | -11.89%-5.2pp |
| Employer contribution / active EE | $2,195 | $3,043-27.9% | $4,814-54.4% | $3,022-27.4% |
| Participant deferral / active EE | $6,953 | $7,170-3.0% | $7,446-6.6% | $5,123+35.7% |
| Admin fee / account holder | -$16 | $69-123.7% | $10,010-100.2% | $79-120.7% |