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 | $100 |
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 | $50,355 | $48,576+3.7% | $169,463-70.3% | $56,287-10.5% |
| Participation rate | 35.7% | 65.8%-30.2pp | 77.8%-42.1pp | 69.9%-34.2pp |
| Annual return | -6.01% | -2.51%-3.5pp | 1.83%-7.8pp | -9.96%+3.9pp |
| Employer contribution / active EE | $173 | $1,559-88.9% | $4,159-95.8% | $2,111-91.8% |
| Participant deferral / active EE | $1,606 | $3,275-51.0% | $5,277-69.6% | $3,350-52.0% |
| Admin fee / account holder | $1 | $435-99.7% | $9,109-100.0% | $521-99.8% |