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 | $54,655 |
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 | $23,047 | $37,044-37.8% | $71,796-67.9% | $57,658-60.0% |
| Participation rate | 62.4% | 61.1%+1.3pp | 69.1%-6.7pp | 70.2%-7.8pp |
| Annual return | 5.15% | 12.64%-7.5pp | 78.04%-72.9pp | 5.13%0pp |
| Employer contribution / active EE | $267 | $720-62.9% | $1,924-86.1% | $1,974-86.5% |
| Participant deferral / active EE | $1,595 | $1,974-19.2% | $2,794-42.9% | $3,061-47.9% |
| Admin fee / account holder | $132 | $101+30.5% | $4,815-97.3% | $95+39.3% |