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 |
Annual investment return 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.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,630 | $63,442-89.5% | $68,791-90.4% | $66,914-90.1% |
| Participation rate | 85.7% | 60.0%+25.7pp | 69.0%+16.7pp | 69.8%+15.9pp |
| Annual return | -20.88% | -8.29%-12.6pp | -6.38%-14.5pp | 1.58%-22.5pp |
| Employer contribution / active EE | $1,333 | $1,775-24.9% | $2,655-49.8% | $2,544-47.6% |
| Participant deferral / active EE | $1,900 | $2,945-35.5% | $3,941-51.8% | $4,237-55.1% |
| Admin fee / account holder | $0 | $577-100.0% | $4,932-100.0% | $593-100.0% |