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 | $2,391 |
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.
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 | $70,969 | $62,324+13.9% | $68,509+3.6% | $55,191+28.6% |
| Participation rate | 57.9% | 78.9%-21.0pp | 74.7%-16.8pp | 69.2%-11.2pp |
| Annual return | -4.82% | 4.26%-9.1pp | 8.27%-13.1pp | 10.78%-15.6pp |
| Employer contribution / active EE | $732 | $2,223-67.1% | $2,278-67.9% | $1,899-61.4% |
| Participant deferral / active EE | $2,117 | $3,425-38.2% | $3,382-37.4% | $3,046-30.5% |
| Admin fee / account holder | $22 | $91-75.8% | $5,275-99.6% | $91-75.7% |