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 | $10,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $144,771 | $93,182+55.4% | $146,665-1.3% | $79,386+82.4% |
| Participation rate | 65.1% | 76.4%-11.4pp | 80.1%-15.0pp | 70.7%-5.6pp |
| Annual return | 15.81% | 21.61%-5.8pp | 22.74%-6.9pp | 116.85%-101.0pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $4,136-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $3,791 | $4,169-9.1% | $5,506-31.2% | $4,046-6.3% |
| Admin fee / account holder | $102 | $585-82.5% | $10,280-99.0% | $626-83.6% |