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 16 · EIN 36-4291971 | Consulting | $40,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $29,671 |
Filed as: ATLAS CPAS & ADVISORS, PLLC Service code 10 · EIN 46-4296959 | Accounting | $11,000 |
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 | $76,746 | $41,078+86.8% | $80,569-4.7% | $71,457+7.4% |
| Participation rate | 54.3% | 50.2%+4.1pp | 67.0%-12.7pp | 67.9%-13.6pp |
| Annual return | 18.56% | 38.45%-19.9pp | 935.43%-916.9pp | 28.85%-10.3pp |
| Employer contribution / active EE | $6 | $1,506-99.6% | $2,723-99.8% | $2,588-99.8% |
| Participant deferral / active EE | $7,205 | $2,699+166.9% | $4,447+62.0% | $4,289+68.0% |
| Admin fee / account holder | $174 | $1,840-90.6% | $5,377-96.8% | $1,587-89.0% |