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 | $25 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,922 | $55,636-87.6% | $81,983-91.6% | $73,488-90.6% |
| Participation rate | 76.1% | 62.3%+13.8pp | 69.2%+6.8pp | 70.7%+5.4pp |
| Annual return | 12.39% | 19.07%-6.7pp | 41.31%-28.9pp | 28.51%-16.1pp |
| Employer contribution / active EE | $872 | $1,625-46.3% | $2,498-65.1% | $2,270-61.6% |
| Participant deferral / active EE | $1,295 | $2,762-53.1% | $3,722-65.2% | $3,740-65.4% |
| Admin fee / account holder | $0 | $493-100.0% | $5,664-100.0% | $513-100.0% |