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 52 · EIN 04-1590850 | Indirect Investment Fees | $6,670 |
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 | $129,733 | $80,177+61.8% | $123,892+4.7% | $57,658+125.0% |
| Participation rate | 68.4% | 74.4%-6.0pp | 81.4%-13.0pp | 70.2%-1.8pp |
| Annual return | 5.92% | 17.90%-12.0pp | 47.52%-41.6pp | 5.13%+0.8pp |
| Employer contribution / active EE | $723 | $2,913-75.2% | $4,617-84.4% | $1,974-63.4% |
| Participant deferral / active EE | $5,324 | $5,130+3.8% | $5,984-11.0% | $3,061+74.0% |
| Admin fee / account holder | $21 | $106-80.3% | $8,357-99.7% | $95-77.9% |