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 | $2,840 |
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 | $77,002 | $64,286+19.8% | $90,951-15.3% | $73,409+4.9% |
| Participation rate | 21.7% | 63.6%-41.8pp | 69.0%-47.3pp | 72.2%-50.4pp |
| Annual return | 23.06% | 21.45%+1.6pp | 134.60%-111.5pp | 59.29%-36.2pp |
| Employer contribution / active EE | $177 | $895-80.2% | $2,122-91.6% | $2,234-92.1% |
| Participant deferral / active EE | $1,068 | $2,453-56.5% | $3,373-68.3% | $3,805-71.9% |
| Admin fee / account holder | $36 | $287-87.6% | $5,959-99.4% | $158-77.5% |