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) | $1,559 |
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 | $146,707 | $89,652+63.6% | $141,162+3.9% | $65,185+125.1% |
| Participation rate | 62.4% | 74.7%-12.3pp | 82.5%-20.1pp | 70.2%-7.8pp |
| Annual return | 20.60% | 32.79%-12.2pp | 71.39%-50.8pp | 29.38%-8.8pp |
| Employer contribution / active EE | $1,549 | $3,065-49.5% | $4,735-67.3% | $2,177-28.8% |
| Participant deferral / active EE | $6,524 | $5,691+14.6% | $6,709-2.8% | $3,514+85.7% |
| Admin fee / account holder | $18 | $569-96.8% | $10,261-99.8% | $847-97.9% |