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 9-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 |
|---|---|---|
CTC MYCFO, LLC1+ years Service code 27 · EIN 77-0522698 | Advisory (Plan) | $10,195 |
Service code 37 · EIN 04-2647786 | Loan Processing | $5,014 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $38,484 | $168,231-77.1% | $67,834-43.3% | $63,975-39.8% |
| Participation rate | 43.1% | 66.8%-23.7pp | 68.8%-25.7pp | 71.1%-28.0pp |
| Annual return | -1.97% | 11.76%-13.7pp | 138.47%-140.4pp | 48.65%-50.6pp |
| Employer contribution / active EE | $776 | $1,907-59.3% | $2,403-67.7% | $2,182-64.4% |
| Participant deferral / active EE | $1,458 | $2,827-48.4% | $3,160-53.8% | $3,356-56.6% |
| Admin fee / account holder | $18 | $81-77.9% | $4,622-99.6% | $70-74.7% |