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, LLC3+ years Service code 27 · EIN 77-0522698 | Advisory (Plan) | $8,163 |
Service code 37 · EIN 04-2647786 | Loan Processing | $3,936 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,471 | $57,606-8.9% | $67,313-22.0% | $75,289-30.3% |
| Participation rate | 46.4% | 68.2%-21.8pp | 69.1%-22.6pp | 72.4%-26.0pp |
| Annual return | 22.85% | -0.47%+23.3pp | -4.08%+26.9pp | -0.04%+22.9pp |
| Employer contribution / active EE | $889 | $2,206-59.7% | $2,566-65.3% | $2,405-63.0% |
| Participant deferral / active EE | $1,684 | $3,195-47.3% | $3,568-52.8% | $3,739-54.9% |
| Admin fee / account holder | $13 | $83-84.5% | $4,507-99.7% | $102-87.5% |