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 | $3,170 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,575 | $59,159+2.4% | $159,960-62.1% | $66,914-9.5% |
| Participation rate | 44.1% | 68.1%-24.0pp | 78.0%-33.9pp | 69.8%-25.7pp |
| Annual return | -17.92% | -12.26%-5.7pp | 408.60%-426.5pp | 1.58%-19.5pp |
| Employer contribution / active EE | $228 | $1,983-88.5% | $4,226-94.6% | $2,544-91.0% |
| Participant deferral / active EE | $2,604 | $4,395-40.7% | $6,182-57.9% | $4,237-38.5% |
| Admin fee / account holder | $39 | $591-93.3% | $8,698-99.5% | $593-93.4% |