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 27 · EIN 04-2675571 | Advisory (Plan) | $22,937 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $21,981 |
Service code 15 · EIN 01-0472857 | Recordkeeping | $5,990 |
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 | $29,812 | $47,456-37.2% | $172,739-82.7% | $77,787-61.7% |
| Participation rate | 18.6% | 66.3%-47.7pp | 82.6%-64.1pp | 73.2%-54.6pp |
| Annual return | 20.12% | 35.57%-15.5pp | 802.84%-782.7pp | 32.57%-12.5pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,143-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $541 | $2,560-78.9% | $5,198-89.6% | $3,967-86.4% |
| Admin fee / account holder | $98 | $81+21.8% | $13,954-99.3% | $100-1.6% |