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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $625 |
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 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 | $73,695 | $74,462-1.0% | $81,983-10.1% | $90,288-18.4% |
| Participation rate | 15.9% | 69.7%-53.8pp | 69.2%-53.4pp | 73.4%-57.5pp |
| Annual return | 13.15% | 17.56%-4.4pp | 41.31%-28.2pp | 53.97%-40.8pp |
| Employer contribution / active EE | $684 | $2,334-70.7% | $2,498-72.6% | $2,524-72.9% |
| Participant deferral / active EE | $404 | $3,602-88.8% | $3,722-89.1% | $4,232-90.4% |
| Admin fee / account holder | $8 | $98-92.1% | $5,664-99.9% | $114-93.2% |