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 | $2,900 |
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 | $66,214 | $56,972+16.2% | $182,532-63.7% | $65,185+1.6% |
| Participation rate | 34.2% | 66.5%-32.3pp | 78.0%-43.8pp | 70.2%-36.0pp |
| Annual return | 20.92% | 27.67%-6.8pp | 148.54%-127.6pp | 29.38%-8.5pp |
| Employer contribution / active EE | $193 | $1,615-88.0% | $4,076-95.3% | $2,177-91.1% |
| Participant deferral / active EE | $1,807 | $3,526-48.8% | $5,524-67.3% | $3,514-48.6% |
| Admin fee / account holder | $39 | $528-92.6% | $8,592-99.5% | $847-95.4% |