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 27 · EIN 93-0987232 | Advisory (Plan) | $36,972 |
ROGOFF & COMPANY PC1 year Service code 10 · EIN 13-2688836 | Accounting | $14,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$19,363 |
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 | $180,607 | $89,652+101.5% | $141,162+27.9% | $65,185+177.1% |
| Participation rate | 63.5% | 74.7%-11.2pp | 82.5%-19.0pp | 70.2%-6.7pp |
| Annual return | 20.79% | 32.79%-12.0pp | 71.39%-50.6pp | 29.38%-8.6pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,735-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $7,095 | $5,691+24.7% | $6,709+5.7% | $3,514+101.9% |
| Admin fee / account holder | $268 | $569-52.9% | $10,261-97.4% | $847-68.4% |