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, LLC2 years Service code 27 · EIN 77-0522698 | Advisory (Plan) | $3,839 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $466 |
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.
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 | $80,630 | $57,606+40.0% | $67,313+19.8% | $75,289+7.1% |
| Participation rate | 24.1% | 68.2%-44.2pp | 69.1%-45.0pp | 72.4%-48.4pp |
| Annual return | 22.10% | -0.47%+22.6pp | -4.08%+26.2pp | -0.04%+22.1pp |
| Employer contribution / active EE | $968 | $2,206-56.1% | $2,566-62.3% | $2,405-59.7% |
| Participant deferral / active EE | $493 | $3,195-84.6% | $3,568-86.2% | $3,739-86.8% |
| Admin fee / account holder | $15 | $83-82.3% | $4,507-99.7% | $102-85.7% |