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 | $9,390 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $154,166 | $70,587+118.4% | $124,672+23.7% | $85,850+79.6% |
| Participation rate | 35.8% | 64.4%-28.6pp | 74.6%-38.8pp | 69.3%-33.5pp |
| Annual return | 11.82% | 20688.83%-20677.0pp | 5142.93%-5131.1pp | 318.53%-306.7pp |
| Employer contribution / active EE | $797 | $1,913-58.4% | $3,324-76.0% | $2,565-68.9% |
| Participant deferral / active EE | $2,534 | $2,969-14.7% | $4,614-45.1% | $3,952-35.9% |
| Admin fee / account holder | $72 | $5,282-98.6% | $7,493-99.0% | $6,260-98.8% |