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 99 · EIN 11-1000111 | Other Fees | $29,000 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,859 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $66,354 | $57,065+16.3% | $75,670-12.3% | $70,131-5.4% |
| Participation rate | 42.5% | 68.1%-25.6pp | 72.3%-29.8pp | 69.5%-27.0pp |
| Annual return | 12.72% | 23.57%-10.8pp | 27.34%-14.6pp | 73.14%-60.4pp |
| Employer contribution / active EE | $587 | $1,817-67.7% | $2,352-75.0% | $2,342-74.9% |
| Participant deferral / active EE | $1,565 | $2,580-39.3% | $3,142-50.2% | $3,332-53.0% |
| Admin fee / account holder | $15 | $3,825-99.6% | $5,800-99.7% | $4,645-99.7% |