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 | $3,640 |
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 | $67,042 | $59,186+13.3% | $76,768-12.7% | $56,287+19.1% |
| Participation rate | 51.7% | 75.2%-23.5pp | 77.0%-25.2pp | 69.9%-18.1pp |
| Annual return | -5.44% | 6.62%-12.1pp | 2.43%-7.9pp | -9.96%+4.5pp |
| Employer contribution / active EE | $323 | $1,759-81.7% | $2,485-87.0% | $2,111-84.7% |
| Participant deferral / active EE | $1,751 | $3,255-46.2% | $3,852-54.5% | $3,350-47.7% |
| Admin fee / account holder | $76 | $489-84.4% | $6,675-98.9% | $521-85.4% |