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 26 · EIN 71-0294708 | Advisory (Participants) | $6,192 |
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 | $127,824 | $52,884+141.7% | $84,750+50.8% | $55,167+131.7% |
| Participation rate | 54.3% | 67.5%-13.2pp | 76.6%-22.3pp | 69.0%-14.7pp |
| Annual return | 8.38% | 18.03%-9.6pp | 22.78%-14.4pp | 169.23%-160.8pp |
| Employer contribution / active EE | $1,234 | $2,233-44.7% | $3,574-65.5% | $1,963-37.1% |
| Participant deferral / active EE | $4,111 | $2,644+55.5% | $3,712+10.8% | $3,054+34.6% |
| Admin fee / account holder | $78 | $581-86.6% | $5,332-98.5% | $504-84.5% |