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 | $3,300 |
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.
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 | $72,193 | $64,909+11.2% | $82,313-12.3% | $62,292+15.9% |
| Participation rate | 48.0% | 74.9%-26.9pp | 76.9%-28.9pp | 69.5%-21.5pp |
| Annual return | 17.75% | 21.18%-3.4pp | 25.88%-8.1pp | 28.90%-11.1pp |
| Employer contribution / active EE | $289 | $1,676-82.8% | $2,428-88.1% | $2,042-85.9% |
| Participant deferral / active EE | $2,028 | $3,103-34.6% | $3,706-45.3% | $3,169-36.0% |
| Admin fee / account holder | $54 | $440-87.7% | $5,608-99.0% | $479-88.7% |