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 | $5,670 |
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 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 | $76,750 | $56,629+35.5% | $77,999-1.6% | $55,167+39.1% |
| Participation rate | 61.8% | 73.3%-11.5pp | 75.5%-13.7pp | 69.0%-7.2pp |
| Annual return | 8.17% | 2866.98%-2858.8pp | 425.96%-417.8pp | 169.23%-161.1pp |
| Employer contribution / active EE | $780 | $1,723-54.7% | $2,470-68.4% | $1,963-60.3% |
| Participant deferral / active EE | $2,255 | $2,777-18.8% | $3,497-35.5% | $3,054-26.2% |
| Admin fee / account holder | $47 | $467-90.0% | $5,480-99.1% | $504-90.7% |