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 |
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 | $11,775 | $51,045-76.9% | $70,515-83.3% | $71,457-83.5% |
| Participation rate | 81.7% | 59.4%+22.3pp | 68.3%+13.3pp | 67.9%+13.8pp |
| Annual return | 21.79% | 42.63%-20.8pp | 32.77%-11.0pp | 28.85%-7.1pp |
| Employer contribution / active EE | $1,316 | $1,790-26.5% | $2,973-55.7% | $2,588-49.1% |
| Participant deferral / active EE | $1,994 | $3,026-34.1% | $4,567-56.3% | $4,289-53.5% |
| Admin fee / account holder | $0 | $1,994-100.0% | $6,412-100.0% | $1,587-100.0% |