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.
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 | $17,382 | $54,517-68.1% | $75,972-77.1% | $74,495-76.7% |
| Participation rate | 78.4% | 60.3%+18.1pp | 69.1%+9.4pp | 67.2%+11.2pp |
| Annual return | 14.56% | 31.82%-17.3pp | 359.55%-345.0pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $1,282 | $1,777-27.8% | $2,685-52.2% | $2,623-51.1% |
| Participant deferral / active EE | $1,939 | $3,066-36.7% | $4,255-54.4% | $4,346-55.4% |
| Admin fee / account holder | $0 | $2,229-100.0% | $6,467-100.0% | $1,942-100.0% |