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 | $566 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $71,636 | $40,174+78.3% | $84,015-14.7% | $67,579+6.0% |
| Participation rate | 19.7% | 62.7%-43.0pp | 69.0%-49.3pp | 71.3%-51.6pp |
| Annual return | 23.21% | 25.82%-2.6pp | 71.31%-48.1pp | 378.56%-355.4pp |
| Employer contribution / active EE | $196 | $808-75.7% | $1,983-90.1% | $2,148-90.9% |
| Participant deferral / active EE | $859 | $2,301-62.6% | $3,239-73.5% | $3,539-75.7% |
| Admin fee / account holder | $7 | $128-94.3% | $6,101-99.9% | $142-94.8% |