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) | $51,546 |
ROGOFF & COMPANY PC2 years Filed as: ROGOFF & COMPANY, PC Service code 10 · EIN 13-2688836 | Accounting | $14,511 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$34,961 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,370 | $104,475+138.7% | $159,436+56.4% | $79,386+214.1% |
| Participation rate | 68.5% | 76.6%-8.1pp | 82.8%-14.3pp | 70.7%-2.2pp |
| Annual return | 11.72% | 67.95%-56.2pp | 263.57%-251.8pp | 116.85%-105.1pp |
| Employer contribution / active EE | $0 | $3,417-100.0% | $4,829-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $9,030 | $6,467+39.6% | $7,352+22.8% | $4,046+123.2% |
| Admin fee / account holder | $264 | $711-62.9% | $10,799-97.6% | $626-57.9% |